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🧪Materials Re-Engineer Scarcity; 🔋Iron-Air Lands Its Proof Point; ⚛️Reactor Dreams Meet Fuel, Waste, and Capital; ⚡Data Centers Buy Stored…
Weekly Intelligence on Deep Tech Startups and Venture Capital.
Mar 1
•
Giulia Spano, PhD
5
2
February 2026
Venturing Into Orbital Data Centers: VC Insights for Deep Tech Startups | Deep Tech Catalyst
Watch now | A chat with Jasper Wigley, Investment Associate at Systemiq Capital
Feb 27
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Nicola Marchese, MD
4
3
24:50
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
3
3
🟦 $1B Spatial Models, $700M Frontier LLMs and $300M Chip-Backed Debt set the tone & more | Deep Tech Capital Movements 58
The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.
Feb 23
•
Giulia Spano, PhD
3
1
The Working-Capital Trap in Materials—and the New Structures Trying to Price It | Deep Tech Briefing #99
Plus: Fusion as baseload, single-step steel, home-energy orchestration, soft actuators, textile recycling, bio-based chemicals, field intelligence, and…
Feb 22
•
Giulia Spano, PhD
4
1
Advanced Materials at Venture Scale: Business Models, Pricing, and Margins | Deep Tech Catalyst
Watch now | A chat with Tony Sun, Director of Corporate Venture Capital at GC Ventures
Feb 20
•
Nicola Marchese, MD
2
26:45
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
4
3
$520M Humanoids, $450M Fusion lasers and $350M Reusable Launch set the pace; seeds concentrate in Materials, Ag robotics and Bio; SAR…
💰The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.
Feb 16
•
Giulia Spano, PhD
4
1
Surfaces Turn Active, Orbits Turn Serviceable | DTB 98
Plus: Paints, films, truck-mounted data centers and servicing vehicles that turn deep tech into contract-backed infrastructure.
Feb 15
•
Giulia Spano, PhD
2
2
Scaling Energy Startups: Customers, Cost Curves, and Exits | Deep Tech Catalyst
Watch now | A chat with Mitch Worden, VP of Corporate Development – Energy at S2G Investments
Feb 12
•
Nicola Marchese, MD
1
1
27:39
Deep Tech Startups & Venture Capital: An Analysis of 2025 | Chapter 4
The annual report on the Deep Tech Cycle — 2025 in Themes: where value pools across mobility, space, defense, biomanufacturing, robotics, and much more.
Feb 11
•
Giulia Spano, PhD
13
2
Wafer-scale AI and robotaxis pull in mega-rounds; fusion, LFRs, and silicon quantum ride mixed public–private capital; circular composites…
💰The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.
Feb 9
•
Giulia Spano, PhD
6
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