The Scenarionist - Where Deep Tech Meets Capital

The Scenarionist - Where Deep Tech Meets Capital

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Reverse Diligence: How Two Next-Gen Compute Players Challenge the GPU Monoculture with Photonic and Analog AI Chips
A reverse DD analysis of two real-world scale-ups on architectural moats, foundry dependence, and scaling non-GPU compute for latency- and…
 • Giulia Spano, PhD
Inside Deep Tech Exits, Engineered | The Scenarionist
What advanced materials and rare earth recycling exits reveal about underwriting risk, negotiating leverage, and building strategically inevitable…
 • Giulia Spano, PhD
Capex That Compounds: Turning Industrial Spending into a Growth Engine | The Scenarionist
A deep dive on case-driven strategies and tactics to turn a first-of-a-kind factory into a winning fleet, keeping future dollars as expansion dollars.
 • Giulia Spano, PhD
The Hidden Alpha in Harsh-Environment Electronics | The Scenarionist
The overlooked “picks and shovels” of space, geothermal, and nuclear systems. The path to outlier returns is simple: survive heat, vibration, and…
 • Giulia Spano, PhD
Inflection Index: Urban Mining Enters the “Billion-Dollar Club" | The Scenarionist
Rare-earth recycling is on track for a $1B market by 2030: how moats emerge, red flags to spot, and where the alpha sits.
 • Giulia Spano, PhD
Beyond Dilution: Venture Debt & Revenue Sharing for Deep Tech Ventures | The Scenarionist
How New Models pairing equity with venture debt and revenue sharing bridge the lab-to-market gap for capital-intensive Deep Tech.
 • Giulia Spano, PhD
How Advanced Materials Exhibit Inverse Correlation in Downturns + Toolkit [Downturn Screening Pack] | The Scenarionist
From risk-off to “real-asset on”: why materials with contracted demand and replaceable value resist drawdowns.
 • Giulia Spano, PhD
The Room Where Deep Tech Deals Are Decided...
Electrons, interconnects, and the leverage that actually closes a deep-tech round.
 • Giulia Spano, PhD
The Next $100B Deep Tech Market No One Is Talking About
Advanced Materials: The Quiet, Strong Revolution Redefining Entire Industries
 • Giulia Spano, PhD
Beyond the AI Bubble. AI Goes Vertical. AI Goes Industrial.
Capital Intensity Defines the Platform Race; Defensibility Defines the Vertical One.
 • Giulia Spano, PhD
AI ≠ SaaS: the Metrics Reset.
Why Continuous Calibration/Continuous Development (CC/CD) Redefines Scalability and Risk in AI Startups.
 • Giulia Spano, PhD
Deep Tech Investment Secrets: What Top VCs Do Differently - Part 2
Designing scarcity, mapping risk, and replacing TAM theater with real buyer-backed growth models.
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