The Scenarionist - Where Deep Tech Meets Capital | Substack

Can Nuclear Build a Credit Layer? | Deep Tech Briefing 123

Independent intelligence for deep tech allocation and industrial strategy.

Aug 10 • The Scenarionist

1,000 Days. 130 Episodes. And It’s Just Getting Started.

Deep Tech Catalyst is preparing for its next chapter.

Aug 7 • The Scenarionist and Nicola Marchese, MD

Deep Tech’s Debt Desert | Deep Tech Briefing 122

Independent intelligence for deep tech allocation and industrial strategy.

Aug 3 • The Scenarionist

Exits in Rare Earth Recycling Startups

3 Case Studies on How Exits Were Strategically Engineered Behind the Scenes.

Jul 17, 2025 • The Scenarionist and Giulia Spano, PhD

30 Scale-Up Lessons Learned

from 100+ Deep Tech Founders and Investors.

Jun 25 • The Scenarionist and Nicola Marchese, MD

If you back or build Deep Tech — this was built for you!

Deep Tech Briefing

Can Nuclear Build a Credit Layer? | Deep Tech Briefing 123

Independent intelligence for deep tech allocation and industrial strategy.

Aug 10 • The Scenarionist

Deep Tech’s Debt Desert | Deep Tech Briefing 122

Independent intelligence for deep tech allocation and industrial strategy.

Aug 3 • The Scenarionist

The AI Compute Loop Eats Its Own Tail | Deep Tech Briefing 121

Independent intelligence for deep tech allocation and industrial strategy.

Jul 27 • The Scenarionist

The New Route to a Seed Unicorn | Deep Tech Briefing 120

Independent intelligence for deep tech allocation and industrial strategy.

Jul 20 • The Scenarionist

A World Bank for Defence | Deep Tech Briefing 119

Independent intelligence for deep tech allocation and industrial strategy.

Jul 13 • The Scenarionist

Deep Tech Catalyst Podcast

1,000 Days. 130 Episodes. And It’s Just Getting Started.

Deep Tech Catalyst is preparing for its next chapter.

Aug 7 • The Scenarionist and Nicola Marchese, MD

25:11

Advanced Materials for Photonics: Market Validation, Foundry Strategy, and Scale

A chat with Tobias Egle, Senior Associate at Fine Structure Ventures

Jul 31 • The Scenarionist

32:36

Venturing into Industrial Cybersecurity: AI, Adoption, and Scale

A chat with Vincent Berk, Partner at Apprentis Ventures

Jul 24 • The Scenarionist

27:02

Deep Tech for Manufacturing: From Prototype to International Markets

A chat with Sabrina Sasaki, Partner at Monozukuri Ventures

Jul 17 • The Scenarionist

Advanced Materials

Underwriting Advanced Materials for AI Data Center Cooling | The Scenarionist

An analysis combining five case studies, thermoeconomics, and practical reasoning to navigate risk and build durable advantage

Feb 26 • The Scenarionist

Exits in Advanced Materials Startups

3 Case Studies on How Exits Were Strategically Engineered Behind the Scenes.

Nov 26, 2025 • The Scenarionist and Giulia Spano, PhD

When Markets Derisk, Materials Matter

How to identify the companies with real collateral, sticky demand, and strategic leverage when capital leaves narrative-driven markets.

Nov 4, 2025 • The Scenarionist

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, 2025 • The Scenarionist

The Next $100B Deep Tech Market No One Is Talking About | The Scenarionist

Advanced Materials: The Quiet, Strong Revolution Redefining Entire Industries

Sep 13, 2025 • The Scenarionist

If you back or build Deep Tech — this was built for you!

Deep Tech Lessons Learned

30 Scale-Up Lessons Learned

from 100+ Deep Tech Founders and Investors.

Jun 25 • The Scenarionist and Nicola Marchese, MD

30 Exit Strategy Lessons Learned

from 100+ Deep Tech Founders and Investors.

May 7 • The Scenarionist and Nicola Marchese, MD

30 Execution Lessons Learned

from 100+ Deep Tech Founders and Investors.

Apr 2 • The Scenarionist and Nicola Marchese, MD

30 Venture Lessons to Build and Back Great Deep Tech Companies

From 50+ Global Deep Tech VCs, CVCs, and Experts.

Feb 6, 2025 • The Scenarionist and Nicola Marchese, MD

Mining & Metals

Own the Bottleneck or Own the Miner?

An investigation into where risk changes hands

Jul 2 • The Scenarionist

5 Inflection Points in Critical Minerals Startups

A retrospective look at the milestones and dynamics that changed the trajectories of nine critical minerals companies.

Mar 30 • The Scenarionist and Nicola Marchese, MD

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, 2025 • The Scenarionist

Time-to-Revenue: The One Metric That Makes or Breaks Mining Tech Startups

Why It's the Make-or-Break Metric — Tactics to Accelerate It, Plus 3 Case Studies: Plotlogic, KoBold, and Jetti Resources

Aug 7, 2025 • The Scenarionist

Exits in Rare Earth Recycling Startups

3 Case Studies on How Exits Were Strategically Engineered Behind the Scenes.

Jul 17, 2025 • The Scenarionist and Giulia Spano, PhD

Exits

How Deep Tech Exits Actually Happen: Anatomy of 4 M&A Paths

A case-study guide on strategic acquisition and industrial scale

Apr 9 • The Scenarionist

From Prototype to SPAC: How Three Deep Tech Startups Engineered Their Exit to Public Markets | The Scenarionist

What Desktop Metal, Markforged & Velo3D Tell Us About Scaling Industrial Deep Tech into the Public Markets

Feb 19 • The Scenarionist and Giulia Spano, PhD

Inside Deep Tech Exits, Engineered

What advanced materials and rare earth recycling exits reveal about underwriting risk, negotiating leverage, and building strategically inevitable…

Nov 27, 2025 • The Scenarionist

The Scenarionist - Where Deep Tech Meets Capital

The Scenarionist - Where Deep Tech Meets Capital

Actionable intelligence for Deep Tech founders, investors, and operators. Built by people bold enough to believe that the future isn’t something you predict—it’s a scenario you engineer.

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