The Scenarionist - Where Deep Tech Meets Capital

The Scenarionist - Where Deep Tech Meets Capital

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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…
22:01
Series A is for Demand, Not Steel: How to De-Risk Your First Factory | Deep Tech Catalyst
Watch now | A chat with Vincent Prêtet, Venture Partner @ Aster Capital
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Nicola Marchese, MD
💸 Growth money backs SMRs and counter-UAS; early-stage cash targets fusion, HALE aircraft, and oncology platforms & more | Deep Tech…
The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.
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Giulia Spano, PhD
🧪 AI Molecule Factories Spin Up; ⚛️ Genesis Mission Targets Science; 🛰️Space Prospects Critical Minerals; 🧵Textiles Close the Loop & more…
Weekly Intelligence on Deep Tech Startups and Venture Capital.
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Giulia Spano, PhD
100 Episodes, 10 Powerful Questions: A Special Edition of Deep Tech Catalyst
Reaching this milestone felt like the right moment to do something simple but demanding: to distill what we’ve learned.
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Nicola Marchese, MD

Insights

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Inside Deep Tech Exits, Engineered | The Scenarionist
What advanced materials and rare earth recycling exits reveal about underwriting risk, negotiating leverage, and building strategically inevitable…
Capex That Compounds: Turning Industrial Spending into a Growth Engine | The Scenarionist
A deep dive on case-driven strategies and tactics to turn a first-of-a-kind factory into a winning fleet, keeping future dollars as expansion dollars.
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Giulia Spano, PhD
The Hidden Alpha in Harsh-Environment Electronics | The Scenarionist
The overlooked “picks and shovels” of space, geothermal, and nuclear systems. The path to outlier returns is simple: survive heat, vibration, and…
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Giulia Spano, PhD
Inflection Index: Urban Mining Enters the “Billion-Dollar Club" | The Scenarionist
Rare-earth recycling is on track for a $1B market by 2030: how moats emerge, red flags to spot, and where the alpha sits.
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Giulia Spano, PhD
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.
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Giulia Spano, PhD
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.
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Giulia Spano, PhD
The Room Where Deep Tech Deals Are Decided...
Electrons, interconnects, and the leverage that actually closes a deep-tech round.
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Nicola Marchese & Giulia Spano
Beyond the AI Bubble. AI Goes Vertical. AI Goes Industrial.
Capital Intensity Defines the Platform Race; Defensibility Defines the Vertical One.
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Giulia Spano, PhD
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