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The Scenarionist - Deep Tech Startups & Venture Capital

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Pre-Revenue Valuation in Deep Tech: How to Price What Doesn’t Exist Yet — Part 1
How do you build a pre-revenue valuation in deep tech, where ARR doesn’t exist and the “market” still needs to be educated?
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Giulia Spano, PhD
💸 $44M AI Analytics Chips; $30M Orbital Manufacturing; $5.5M Warehouse VLMs; $62M Wind-Blade Robots; €4.5M Circular Textiles; $38M Grid…
The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.
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Giulia Spano, PhD
🚀4 Deep Tech Go Public; 🧠 AI Powers Critical Minerals; 🧵 Bio-Fiber Advance; 🚜 Dual-Use AgriBot; 🛰️ Space Bus Modularization & More …
Weekly Intelligence on Deep Tech Startups and Venture Capital.
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Giulia Spano, PhD
From Lab to Fab: Scaling Semiconductor Startups Through CVC Partnerships | Deep Tech Catalyst
Watch now | A chat with Yvonne Lutsch, Investment Director @ Lam Capital
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Nicola Marchese, MD
30:58
Investing in Mining Tech: Scalable Models, Case Studies, And Due Diligence
From AI-Driven Discovery to Critical Mineral Supply Chains | Jason Holt, Partner @ Orion Industrial Ventures
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Nicola Marchese, MD
28:55
Deep Tech Monthly in Review – May 2025
Field Notes from The Scenarionist. A Strategic Recap for Builders and Backers
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Giulia Spano, PhD
 and 
Nicola Marchese, MD
💸 $14.5M for Mining Waste; £25M Cyber Chips; €13M for Space Traffic Management; $40M Tissue Testing; €21M Quantum Chips & more | Deep Tech…
The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.
 • 
Giulia Spano, PhD
🛡️Meta Goes Dual-Use with Anduril; ⚛️ AI for Nuclear Reactors; 🛰️ Sat Buses Get Modular; 🧱 Carbon-Negative Bricks; 🔋 Solid-State…
Weekly Intelligence on Deep Tech Startups and Venture Capital.
 • 
Giulia Spano, PhD

May 2025

From Science to Deep Tech Companies: Building the Foundations of Industrial Startups | Deep Tech Catalyst
Watch now | A chat with Colin Greenspon, Co-Founder and Partner @ Narya
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Nicola Marchese, MD
28:07
AI-Powered Electronics Labs in the Cloud
Four Startups, One Rumor. A new wave of platforms is virtualizing the electronics lab — from firmware to fabrication
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Giulia Spano, PhD
💸 CellCentric $120M; Rivan £10M; Persist AI $12M; AstroLight €2.8M & more...| Deep Tech Capital Movements Vol. 19
The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.
 • 
Giulia Spano, PhD
⛏️ Mining Goes Autonomous; 🌾 Crop Logic Scales; 🛰️ Orbital Logistics Rise; 🛡️Tactical Autonomy Scales; 🧠 AI Faces the Grid & More | Deep…
Weekly Intelligence on Deep Tech Startups and Venture Capital. Your dose of tech innovations, startups, exponential industries, policies, and market…
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Giulia Spano, PhD
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