Welcome back to Deep Tech Capital Movements — the weekly report from The Scenarionist that tracks and highlights capital dynamics in deep tech, from early-stage funding rounds to major fund launches.
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Dear Friends,
Another Monday, another data torrent — and this week’s pulse of capital feels like an accelerando. The money is still flowing into generative AI, but the spotlight has swung from pure-play model builders to the “picks-and-shovels” layer: the infrastructure, silicon, and operating systems that will keep agentic software humming when ChatGPT hype has