The Scenarionist - Where Deep Tech Meets Capital | Substack

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Deep Tech Lessons Learned

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from 100+ Deep Tech Founders and Investors.

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30 Execution Lessons Learned

from 100+ Deep Tech Founders and Investors.

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30 Venture Lessons to Build and Back Great Deep Tech Companies

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

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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.

Deep Tech Catalyst Podcast

29:05

From Molecule to Exit: The Sirrus Journey

Watch now | A chat with Jeff Uhrig, former CEO of Sirrus (acquired by Nippon Shokubai)

Jun 5 • The Scenarionist and Nicola Marchese, MD

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Quantum Computing from Lab to Commercialization: The D-Wave Journey | Deep Tech Catalyst

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Introducing Help Me Build

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May 15 • The Scenarionist and Nicola Marchese, MD

Deep Tech Briefing

How Much Is It Worth to Own Matter Behavior Data? | Deep Tech Briefing 114

30+ company milestones across space, AI, energy, materials, robotics, quantum, and strategic infrastructure — plus 7 market-making shifts and 10 key…

Jun 8 • The Scenarionist

Capital Is Chasing Mach 1.21 | Deep Tech Briefing 113

30+ startup milestones across 7 strategic sectors, 5 market-making shifts, and 10 key data points shaping the week in deep tech.

Jun 1 • The Scenarionist

There Is No Reindustrialization Without Materials Accounting | Deep Tech Briefing 112

Weekly intelligence on Deep Tech: company milestones, market shifts, and macro forces reshaping outcomes, competitive position, capital allocation, and…

May 25 • The Scenarionist

If Procurement Speeds Up, Everything Changes | Deep Tech Briefing 111

Weekly Intelligence on Deep Tech Startups and Venture Capital.

May 18 • The Scenarionist

Advanced Materials

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Feb 26 • The Scenarionist

Exits in Advanced Materials Startups | The Scenarionist

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When Markets Derisk, Materials Matter

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

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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

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

Scaling & Industrialization

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What Winning Teams Get Right. Where Teams Break. How to Spot Misalignment.

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Five Customer Discovery Models in Deep Tech

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Manufacturing Moats: How Hard Infrastructure Becomes Defensive Tech | The Scenarionist

Steel + Silicon: The Return of Vertical Integration as a Venture Edge.

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Capex That Compounds: Turning Industrial Spending into a Growth Engine | The Scenarionist

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Nov 13, 2025 • The Scenarionist

Rumors

Beyond Carbon Capture: The Rise of CO2-to-Cement | Rumors

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May 21 • The Scenarionist

The race for a faster way to get critical mineral supply | Rumors

Four startups, four technical paths, one shared bet: the fastest way to add critical mineral supply may come from existing material flows and installed…

Mar 19 • The Scenarionist

Light-Driven Chemicals and the Quiet Revolution of Photon-Chemical Manufacturing | Rumors

Five Startups, One Rumor: New light‑powered reactions aid energy use, efficiency, feedstock risk, and margins in chemical manufacturing.

Nov 20, 2025 • The Scenarionist

The Optical Interconnect Rush: Powering the New AI Network Stack | Rumors

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Oct 2, 2025 • The Scenarionist

Beyond Silicon, Beneath 4K – The Rise of Cryogenic Compute | Rumors

Five Startups, One Rumor. Startups are harnessing cryogenic electronics and thermodynamics to break scaling limits in AI and quantum — from cold chips…

Jul 31, 2025 • The Scenarionist

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

Deep Tech Negotiation Playbook

The Deep Tech Negotiation Playbook: Bonus Appendix

Deep Tech Negotiation Worksheet, Scripts and Templates to handle even the toughest negotiation scenarios.

May 7, 2025 • The Scenarionist

The Deep Tech Negotiation Playbook | Chapter 4

Welcome to the Real Table.

May 6, 2025 • The Scenarionist

The Deep Tech Negotiation Playbook | Chapter 3

Master the Fundraising Tug of War Before It Masters You

Apr 3, 2025 • The Scenarionist

The Deep Tech Negotiation Playbook | Chapter 2

Master the Fundraising Tug of War Before It Masters You

Mar 20, 2025 • The Scenarionist

The Deep Tech Negotiation Playbook | Chapter 1

Master the Fundraising Tug of War Before It Masters You

Mar 5, 2025 • The Scenarionist

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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