Welcome to the 76th edition of Deep Tech Catalyst, the channel by The Scenarionist, where science meets venture!
If you're building something real in a world dominated by code, this one is for you.
Hardware and deep tech founders operate on a different frontier—where progress means atoms, not just algorithms. And while the markets are massive, the path is anything but easy: capital intensity, long cycles, and the need to scale physical systems with precision.
To unpack how to navigate this terrain, we’re joined by Colin Greenspon, Co-Founder and Partner at Narya!
In this edition, we dive into:
The real difference between building in hardware vs. bits
Why commercial thinking isn’t optional—even at the proof-of-concept stage
What makes a market signal credible
When formal partnerships add value—and when they just add noise
How to think about valuation, and dilution—without overengineering the model
Let’s get into it. ⚙️
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