Archive - The Scenarionist - Deep Tech Startups & Venture Capital

Deep Tech Monthly in Review – June 2025

Field Notes from The Scenarionist. A Strategic Recap for Builders and Backers

Jul 9 •

Giulia Spano, PhD

and

Nicola Marchese, MD

The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.

Jul 7 •

Giulia Spano, PhD

🏭 Physical AI Unlocks Bankable Hardware; 🛢️Oilfields Go Deep Geothermal; ⚛️ Nuclear Powers Cement; 🚁 Drones Hedge Farm Labor;🤖Humanoids…

Weekly Intelligence on Deep Tech Startups and Venture Capital.

Jul 6 •

Giulia Spano, PhD

9 Core Principles for Building Successful Deep Tech Ventures | Deep Tech Catalyst

A distillation from 80 episodes of Deep Tech Catalyst: how capital, talent, factories, and governance become your real moats — if you build them right.

Jul 4 •

Nicola Marchese, MD

Reverse Diligence: How Three Advanced Energy Materials Companies Beat the Scaling Bottleneck

Amprius, Nexeon & Enovix: A reverse DD analysis of three real-world scale-ups on moats, capital discipline, and scaling advanced materials for…

Jul 3

June 2025

💸 $1.8B Superconducting Chips; $20M Waste-to-Graphene; $500M Hyperscale Grid; $60M AI Data Foundry; $92M LEO Nav; $7.5M AgriFood Genomics …

The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.

Jun 30 •

Giulia Spano, PhD

🪨 Rare-Earths from Waste IPO Signal; ⛏️Quantum Feeds Mining; ⚛️ Nuclear Digital Twins De-Risk EPC; 🧱 Concrete as Carbon Sink; ; 💨 Agile…

Weekly Intelligence on Deep Tech Startups and Venture Capital.

Jun 29 •

Giulia Spano, PhD

Water Tech from Lab to Market: Pilots, Contracts, and Exit Strategies | Deep Tech Catalyst

Watch now | A chat with Peter Yolles, Managing Partner @ Echo River Capital

Jun 27 •

Nicola Marchese, MD

24:14

Subsurface Imaging-as-a-Platform for Mining 4.0: The Data Arbitrage Play | Rumors

Five startups, one rumor: AI-based Subsurface Intelligence is turning Critical Minerals exploration into SaaS margins—collapsing drill programs, cost…

Jun 26 •

Giulia Spano, PhD

💸 €600M AI Defense; $105M Rocket Scale-Up; $650M Sodium Reactors; $18M CO₂-to-Cement ; $23M Energy-Lite Plastic Recycling & more..| Deep…

The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.

Jun 23 •

Giulia Spano, PhD

🧠 Daniel Ek on Dual-Use AI; ⚛️ Nuclear Gets Stack Status; 🪨 Rare Earths as Military Infrastructure; 🧪AI Powers Molecule Engineering…

Weekly Intelligence on Deep Tech Startups and Venture Capital.

Jun 22 •

Giulia Spano, PhD

From Molecule to Market: What VCs Look for in Early-Stage Biotech Startups | Deep Tech Catalyst

Watch now | A chat with Ingrid Kelly, Partner @ xista science ventures

Jun 20 •

Nicola Marchese, MD

33:34

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