💸 $200M Growth for AI Materials; $8.8M Seed for In-Orbit Defense Vehicle; $20M Series A for Semiconductor; $6M Seed to Advance Grid-Edge Monitoring | Deep Tech Capital Movements Vol. 30
The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.
Welcome back to Deep Tech Capital Movements — the weekly report from The Scenarionist that highlights and analyzes capital dynamics in Deep Tech, from early-stage funding rounds to major fund launches.
✨ For more, see Membership | Exit | Deep Tech Briefing | Deep Tech Catalyst | Insights | Rumors | VC Guides
Time-to-Revenue: The One Metric That Makes or Breaks Mining Tech Startups
In the modern-day gold rush for mining technology, one factor often determines which startups strike it rich and which run out of fuel: time-to-revenue. Whoever shortens that gap is the one who wins the future.
Why It's the Make-or-Break Metric — Tactics to Accelerate It, Plus 3 Case Studies: Plotlogic, KoBold, and Jetti Resources.
Dear Friends,
Here’s the tape this week: capital kept flowing to the edges where software meets atoms, with outsized checks for AI-native platforms and a healthy drumbeat of pre-seed/seed in space, energy, and industrial tooling.
If you’re looking for signal, it’s this—investors are underwriting nearer-term path to revenue in hard tech while selectively taking physics risk where the step-change is obvious.
AI continues to colonize heavy industry.
Periodic Labs’ $200M round valuing the startup at $1B sets the tone: