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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.
Nov 13
•
Giulia Spano, PhD
3
1
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…
Oct 30
•
Giulia Spano, PhD
8
2
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.
Oct 23
•
Giulia Spano, PhD
3
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.
Oct 17
•
Giulia Spano, PhD
6
1
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.
Sep 27
•
Giulia Spano, PhD
2
2
The Room Where Deep Tech Deals Are Decided...
Electrons, interconnects, and the leverage that actually closes a deep-tech round.
Sep 18
•
Nicola Marchese & Giulia Spano
5
2
Beyond the AI Bubble. AI Goes Vertical. AI Goes Industrial.
Capital Intensity Defines the Platform Race; Defensibility Defines the Vertical One.
Sep 11
•
Giulia Spano, PhD
3
3
AI ≠ SaaS: the Metrics Reset.
Why Continuous Calibration/Continuous Development (CC/CD) Redefines Scalability and Risk in AI Startups.
Aug 28
•
Giulia Spano, PhD
2
2
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.
Aug 21
8
3
Deep Tech Investment Secrets: What Top VCs Do Differently - Part 1
Strategic patterns used by leading deep tech investors to get better deals, faster access, and lower downstream risk.
Aug 14
10
3
The Power Law of Matter: Why Advanced Materials are Eating Digital Margins
From SaaS Logic to Commodity Logic. From advanced materials in photonics to fusion energy — the real profit pools are moving back into the atomic layer.
Jul 24
13
2
Exits in Rare Earth Recycling Startups | The Scenarionist
3 Case Studies on How Exits Were Strategically Engineered Behind the Scenes.
Jul 17
•
Giulia Spano, PhD
13
1
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