At Banyan, we believe that AI-native technology is the dominant force of our era—not just software, but the full-stack infrastructure needed to enable intelligent systems at scale. Our fund thesis centers on backing AI-native infrastructure and vertical software designed from day one with AI at the core.
That’s why we’re proud to invest in Falcomm, a semiconductor company building the world’s most energy-efficient wireless power amplifiers. Falcomm’s patented Dual-Drive™ Power Amplifier technology marks a generational leap forward—disrupting a 90-year-old industry standard and laying critical foundations for the AI-native future.
Our infrastructure investments focus on unlocking performance and efficiency gains across the AI stack—from silicon to compute, networking, and model deployment. Falcomm is squarely in this category.
Wireless communication is a fundamental dependency of AI-native systems—especially as intelligent applications move closer to the edge (drones, satellites, AR/VR, autonomous vehicles, and defense systems). These environments demand maximum compute in minimal space and power budgets.
Falcomm addresses this challenge at the physics layer by re-architecting the most power-hungry component in any wireless system: the power amplifier (PA).
1. Technological Breakthrough: Dual-Drive™ Power Amplifier
Falcomm's proprietary PA architecture offers:
In real-world terms, this dramatically improves SWaP-C (size, weight, power, and cost)—a critical constraint across defense, SATCOM, and telecom deployments.
2. Industry-Validated Execution
Falcomm has already:
3. Speed of Execution: Design-to-Delivery in <8 Months
Falcomm has tightly integrated its design, manufacturing, packaging, and qualification workflows—moving from prototype to delivery in under eight months. This speed of execution is rare in semiconductors and a powerful advantage in securing design wins.
4. Strong Moat and IP Portfolio
5. Market-Backed Demand Signals
Falcomm targets massive, fast-growing markets including:
Its initial go-to-market focus is on SATCOM, AR/VR, and telecom—segments with acute pain points, strong enterprise demand, and significant national interest.
At Banyan, we define AI-native infrastructure as the hardware, silicon, and systems that enable AI workloads to run faster, cheaper, and more reliably. Falcomm fits this thesis perfectly:
Just as we back companies building transformer-native inference chips and diamond-cooled GPU systems, we see Falcomm as a cornerstone technology enabling AI-native systems to escape the data center and operate in the wild.
Falcomm is led by Dr. Edgar Garay, a Georgia Tech Ph.D. and the inventor of the Dual-Drive™ PA. He is supported by a world-class technical team including Ed Balboni, former Director of RFIC Design at Analog Devices, and engineers with experience at Intel Labs, Qorvo, and Teledyne. The team brings a rare combination of deep R&D, commercial execution, and productization at the chip level.
Falcomm is doing something incredibly rare: bringing a step-function advancement in wireless power efficiency to market with speed, IP defensibility, and execution maturity. Their product isn’t just better—it’s a new category, purpose-built for the world AI is rapidly creating.
At Banyan, we back the infrastructure layer of the AI-native era. Falcomm’s chips will be part of that future—enabling edge AI to go further, faster, and longer. We’re excited to be on this journey with them.
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