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💸 A seed that looks like a Series C; Series A stacks in satellites, undersea, and closed-loop labs; growth capital backs execution | Deep…
The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.
Dec 15
1
⚛️ Fusion PPAs Before Electrons; 🛰️ Space Nuclear Fuel Steps Up; 💧Microbes Turn Oil Wells into Hydrogen; ⚡Power Beaming Inches Toward…
Weekly Intelligence on Deep Tech Startups and Venture Capital.
Dec 14
2
Reverse Diligence: How Two Next-Gen Compute Players Challenge the GPU Monoculture with Photonic and Analog AI Chips
A reverse DD analysis of two real-world scale-ups on architectural moats, foundry dependence, and scaling non-GPU compute for latency- and…
Dec 11
2
1
25:43
From Family Offices to Foundations: The Role of Patient Capital Behind Healthcare Innovation | Deep Tech Catalyst
Watch now | A chat with Everett Kamin, Healthcare Investment Director @ Gemini Capital Partners
Dec 10
•
Nicola Marchese, MD
1
💸 Seeds pile into construction AI, defense autonomy & battery optimization; mature capital anchors space surveillance & clinical networks …
The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.
Dec 9
2
1
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DeepTech Briefing
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⚛️ Factory-Grade Fission and Waste Solutions; 🌋 Geothermal Expands the Map; 🤖 AI Runs EDA and Health Ops; 🛰️ Reusable Reentry Closes the…
Weekly Intelligence on Deep Tech Startups and Venture Capital.
Dec 7
•
Giulia Spano, PhD
1
1
🧪 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.
Nov 30
•
Giulia Spano, PhD
🧲 Magnets, Metals, and Moats Reshore; 🛰️ Propellantless Thruster 🚜 Robotic Harvesters Near Market; 🌋 Volcano Homes Tap Geothermal & more…
Weekly Intelligence on Deep Tech Private Markets.
Nov 23
•
Giulia Spano, PhD
2
1
🚚 AI Freight Hits Public Markets; 🚢 Ammonia & Methanol at Sea; 🧬 Synbio Slips Into Supply Chains; ⚛️ Microreactors for Mines & Data …
Weekly Intelligence on Deep Tech Private Markets.
Nov 16
•
Giulia Spano, PhD
3
DeepTech Catalyst
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25:43
From Family Offices to Foundations: The Role of Patient Capital Behind Healthcare Innovation | Deep Tech Catalyst
Watch now | A chat with Everett Kamin, Healthcare Investment Director @ Gemini Capital Partners
Dec 10
•
Nicola Marchese, MD
1
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
Dec 3
•
Nicola Marchese, MD
3
1
22:01
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.
Nov 28
•
Nicola Marchese, MD
2
3
Scaling Deep Tech in Automotive: What CVCs Look for | Deep Tech Catalyst
Watch now | A chat with Shobhit Gupta, Investor @ GM Ventures
Nov 19
•
Nicola Marchese, MD
2
2
31:23
From Copper to Light: How to Venture into Optical Interconnect | Deep Tech Catalyst
Watch now | A chat with Henry Huang, Investment Director @ Micron Ventures
Nov 12
•
Nicola Marchese, MD
2
3
23:06
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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…
Nov 27
2
2
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.
Nov 13
•
Giulia Spano, PhD
3
1
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…
Oct 30
•
Giulia Spano, PhD
8
2
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.
Oct 23
•
Giulia Spano, PhD
3
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.
Oct 17
•
Giulia Spano, PhD
6
1
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
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
2
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
3
Capital Movements
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💸 A seed that looks like a Series C; Series A stacks in satellites, undersea, and closed-loop labs; growth capital backs execution | Deep…
The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.
Dec 15
1
💸 Seeds pile into construction AI, defense autonomy & battery optimization; mature capital anchors space surveillance & clinical networks …
The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.
Dec 9
2
1
💸 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.
Dec 2
•
Giulia Spano, PhD
💸Growth capital backs programmable biology and robotics; Series A dollars target AI power and data center hardware; seeds dominate in…
This week Deals Sector Allocation — Energy 8; AI/Compute 6; Biotech/Health & Manufacturing 6; Semis/Quantum 5; Mobility & Materials & Space & AgTech 3…
Nov 24
•
Giulia Spano, PhD
2
Special Editions
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Deep Tech Monthly in Review - November 2025
Field notes from last month in Deep Tech startups and private markets — a strategic recap for Builders and Backers.
Dec 5
•
Nicola Marchese, MD
and
Giulia Spano, PhD
4
1
Deep Tech Monthly in Review - October 2025
Field Notes from The Scenarionist. A Strategic Recap for Builders and Backers.
Nov 6
•
Nicola Marchese, MD
and
Giulia Spano, PhD
12
1
Deep Tech Monthly in Review - September 2025
Field Notes from The Scenarionist. A Strategic Recap for Builders and Backers.
Oct 9
•
Nicola Marchese, MD
and
Giulia Spano, PhD
4
1
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
6
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