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The Optical Interconnect Rush: Powering the New AI Network Stack | Rumors
Six Startups, One Rumor. A new generation of photonic technologies is rewiring data‑center networks for the AI era—at light speed and with radical…
Oct 2
4
The Room Where Deep Tech Deals Are Decided...
Electrons, interconnects, and the leverage that actually closes a deep-tech round.
Sep 18
•
Nicola Marchese & Giulia Spano
5
How Advanced Materials Exhibit Inverse Correlation in Downturns + Toolkit [Downturn Screening Pack] | The Scenarionist
From risk-off to “real-asset on”: why materials with contracted demand and replaceable value resist drawdowns.
Sep 27
•
Giulia Spano, PhD
2
Beyond Dilution: Venture Debt & Revenue Sharing for Deep Tech Ventures | The Scenarionist
How New Models pairing equity with venture debt and revenue sharing bridge the lab-to-market gap for capital-intensive Deep Tech.
16 hrs ago
•
Giulia Spano, PhD
5
21:24
Commercializing Quantum Computing: How to Design Sustainable Roadmaps Across the Quantum Stack | Deep Tech Catalyst
Watch now | A chat with Dave Grimm, Partner @ AlbionVC
Oct 15
•
Nicola Marchese, MD
2
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DeepTech Briefing
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✨Deep Tech Briefing #82 | Microreactors Go Public — Wall Street Joins the Power Stack & more...
Weekly Intelligence on Deep Tech Private Markets.
Oct 12
•
Giulia Spano, PhD
4
✨Deep Tech Briefing #81 | First Blockchain-to-Orbit: Checks Beyond the (obvious) Hype Loop and more...
Weekly Intelligence on Deep Tech Private Markets.
Oct 5
•
Giulia Spano, PhD
1
✨Deep Tech Briefing #80 | First Silicon Photonics Exit since the rise of GenAI & more...
Weekly Intelligence on Deep Tech Private Markets.
Sep 28
•
Giulia Spano, PhD
3
Buffett in the Build Era. If AI flattens “value,” deep tech becomes the edge & more... | Deep Tech Briefing Vol. 79
Weekly Intelligence on Deep Tech Private Market.
Sep 21
•
Giulia Spano, PhD
2
DeepTech Catalyst
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21:24
Commercializing Quantum Computing: How to Design Sustainable Roadmaps Across the Quantum Stack | Deep Tech Catalyst
Watch now | A chat with Dave Grimm, Partner @ AlbionVC
Oct 15
•
Nicola Marchese, MD
2
Venturing into Distributed Energy Infrastructure: Bankability, Margins, and Moats | Deep Tech Catalyst
Watch now | A chat with Moritz Jungmann, Partner at Future Energy Ventures
Oct 10
•
Nicola Marchese, MD
2
22:06
Hardware for AI: The Data Center Math Investors Care About | Deep Tech Catalyst
Watch now | A chat with Daniel Franke, Executive Director at M Ventures
Oct 3
•
Nicola Marchese, MD
4
32:00
Venturing into Plastics: From Materials Chemistry to Scalable Industrial Companies | Deep Tech Catalyst
Watch now | A chat with Joshua Speros, Investment Manager at BASF Venture Capital
Sep 26
•
Nicola Marchese, MD
3
31:42
Deep Tech Bridge Rounds, Decoded: Strategy, Data, and VC Insights | Deep Tech Catalyst
Watch now | A chat with Helen Lin, Partner @ At One Ventures
Sep 19
•
Nicola Marchese, MD
31:15
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Insights
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Beyond Dilution: Venture Debt & Revenue Sharing for Deep Tech Ventures | The Scenarionist
How New Models pairing equity with venture debt and revenue sharing bridge the lab-to-market gap for capital-intensive Deep Tech.
16 hrs ago
•
Giulia Spano, PhD
5
How Advanced Materials Exhibit Inverse Correlation in Downturns + Toolkit [Downturn Screening Pack] | The Scenarionist
From risk-off to “real-asset on”: why materials with contracted demand and replaceable value resist drawdowns.
Sep 27
•
Giulia Spano, PhD
2
The Room Where Deep Tech Deals Are Decided...
Electrons, interconnects, and the leverage that actually closes a deep-tech round.
Sep 18
•
Nicola Marchese & Giulia Spano
5
Beyond the AI Bubble. AI Goes Vertical. AI Goes Industrial.
Capital Intensity Defines the Platform Race; Defensibility Defines the Vertical One.
Sep 11
•
Giulia Spano, PhD
3
AI ≠ SaaS: the Metrics Reset.
Why Continuous Calibration/Continuous Development (CC/CD) Redefines Scalability and Risk in AI Startups.
Aug 28
•
Giulia Spano, PhD
2
Deep Tech Investment Secrets: What Top VCs Do Differently - Part 2
Designing scarcity, mapping risk, and replacing TAM theater with real buyer-backed growth models.
Aug 21
8
Deep Tech Investment Secrets: What Top VCs Do Differently - Part 1
Strategic patterns used by leading deep tech investors to get better deals, faster access, and lower downstream risk.
Aug 14
10
The Power Law of Matter: Why Advanced Materials are Eating Digital Margins
From SaaS Logic to Commodity Logic. From advanced materials in photonics to fusion energy — the real profit pools are moving back into the atomic layer.
Jul 24
13
Capital Movements
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From GPUs to grid: efficiency layers fundraise big; autonomy goes field-ready; RNA & clinical keep pace | Deep Tech Capital Movements #39
This week Deals Sector Allocation — AI/Compute 8; Energy & Grid 7; Cyber/Defense 7; Bio 6; Materials 4; Semis/Quantum 3; Aga & Food 3; Mobility 3…
Oct 14
•
Giulia Spano, PhD
3
Seeds surge in AI & defense; China’s launch sector lands a $336M D; Europe stacks new quantum/defense funds & more | Deep Tech Capital…
This week Deals Sector Allocation — Bio/Health 13, Energy/Climate 6, Space/Aero 4, Cyber/Defense 4, AI/Compute 3, Semis/Quantum 3, Mfg 3, Constr 3…
Oct 7
•
Giulia Spano, PhD
7
🏭 54 Startup Rounds + 6 Fund Vehicles Tracked | Deep Tech Capital Movements #37
Sector allocation: AI 11 ties Energy & Climate 11; next Biotech & Health 6, Industrial & Manufacturing 6, Compute 5, Agri 4, Robotics 3, Construction 3…
Sep 29
•
Giulia Spano, PhD
1
💸 $6.1M Seed Space-Station “Warehouse” Bots; $15.5M Seed AI Compute-Thermal Cubelets; $12.7M Pre-Series A Quantum Mineral Sensing; €8M Seed…
The Weekly Observer of Deep Tech Capital Markets: where the money moves, who drives it, and why it matters.
Sep 22
•
Giulia Spano, PhD
2
Special Editions
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Deep Tech Monthly in Review – August 2025
Field Notes from The Scenarionist. A Strategic Recap for Builders and Backers
Sep 3
•
Giulia Spano, PhD
and
Nicola Marchese, MD
7
Deep Tech Monthly in Review – July 2025
Field Notes from The Scenarionist. A Strategic Recap for Builders and Backers
Aug 6
•
Giulia Spano, PhD
and
Nicola Marchese, MD
8
Deep Tech Monthly in Review – June 2025
Field Notes from The Scenarionist. A Strategic Recap for Builders and Backers
Jul 9
•
Giulia Spano, PhD
and
Nicola Marchese, MD
8
Deep Tech Monthly in Review – May 2025
Field Notes from The Scenarionist. A Strategic Recap for Builders and Backers
Jun 4
•
Giulia Spano, PhD
and
Nicola Marchese, MD
7
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The Deep Tech Negotiation Playbook
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Bonus Appendix: The Deep Tech Negotiation Playbook
Deep Tech Negotiation Worksheet, Scripts and Templates to handle even the toughest negotiation scenarios.
May 7
•
Giulia Spano, PhD
15
The Deep Tech Negotiation Playbook | Chapter 4/4
Welcome to the Real Table.
May 6
•
Giulia Spano, PhD
11
The Deep Tech Negotiation Playbook | Chapter 3/4
Master the Fundraising Tug of War Before It Masters You
Apr 3
•
Nicola Marchese, MD
and
Giulia Spano, PhD
13
The Deep Tech Negotiation Playbook | Chapter 2/4
Master the Fundraising Tug of War Before It Masters You
Mar 20
•
Giulia Spano, PhD
and
Nicola Marchese, MD
12
VC Guides
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28:55
Investing in Mining Tech: Scalable Models, Case Studies, And Due Diligence
From AI-Driven Discovery to Critical Mineral Supply Chains | Jason Holt, Partner @ Orion Industrial Ventures
Jun 5
•
Nicola Marchese, MD
5
From STEM to Deep Tech VC
The Essential Guide for Scientists Entering Venture Capital | Chloë Payne, Principal at Ponderosa Ventures
May 22
•
Nicola Marchese, MD
5
32:02
How to Invest in Robotics Startups: Insights and Tactics from a VC Perspective
Due Diligence, Insights, and Case Studies | Karthee Madasamy, Founder & Managing Partner at MFV Partners
Apr 24
•
Nicola Marchese, MD
7
30:59
Winning the Deep Tech Scaling Bottleneck
Practical Tactics and Strategies to Support Industrial Startups at Scale | Phil Morle, Partner @ Main Sequence Ventures
Mar 13
•
Nicola Marchese, MD
14
28:47
Dual-Use VC Investing
Due Diligence, Insights, and Case Studies | Sherman Williams, Managing Partner, and Forrest Underwood, Venture Partner, @ AIN Ventures
Feb 20
•
Nicola Marchese, MD
9
23:54
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