Walden Catalyst is co-founded by two unusually senior semiconductor operators—Young Sohn (former President & Chief Strategy Officer of Samsung Electronics) and Lip-Bu Tan (founder of Walden International and longtime CEO/Chairman of Cadence Design Systems)—giving the fund rare depth of chip and systems experience. The fund positions itself explicitly between the improbable and the impossible, focusing on companies whose technology looks almost unreasonable at first but has a credible path to transforming entire industries, with a concentrated thesis on deep tech infrastructure like semiconductors, AI, cloud infrastructure, cybersecurity, and automation.