Venturing into AI Infrastructure: VC Insights for Deep Tech Startups | Deep Tech Catalyst

Welcome to the 50th episode of Deep Tech Catalyst, the channel by The Scenarionist where science meets venture!

The global demand for AI is surging exponentially, and the need for a robust infrastructure to sustain its growth has never been more critical.

Innovators in technological and scientific arenas, aiming to build investable companies in the field, must navigate both the venture capital perspective and a comprehensive understanding of the hardware and software capabilities needed to meet real market demands and deliver adequate returns to investors.

We are excited to welcome Michael Stewart, Managing Partner at M12, Microsoft's Venture Capital Fund, who is joining us to provide an overview of the sector and help aspiring founders navigate the initial steps at the crossroads of laboratory innovation and industry application.

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Key Themes Covered:

• 📈 Framing the AI Infrastructure and Value Chain

• 🤖 3 Key Capability Bottlenecks in Compute Infrastructure

• 🎯 3 Tips to Design a Customer-Driven Deep Tech Solution

• 🔍 Product-Market Fit Through a VC Lens: Software vs Deep Tech

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BEYOND THE CONVERSATION — STRATEGIC INSIGHTS FROM THE EPISODE

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