Insights

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

When Niche Beats Scale: How Top-Tier Deep Tech Startups Thrive in Unsexy Markets

Power Laws and the Hidden Edge of Niche Dominance: 3 Real-World Case Studies

Jul 12 •

Giulia Spano, PhD

Reverse Diligence: How Three Advanced Energy Materials Companies Beat the Scaling Bottleneck

Amprius, Nexeon & Enovix: A reverse DD analysis of three real-world scale-ups on moats, capital discipline, and scaling advanced materials for…

Jul 3

Pre-Revenue Valuation in Deep Tech: How to Price What Doesn’t Exist Yet — Part 2

Valuation in Action: Deep Tech Startups and Real-World Case Studies

Jun 19

Pre-Revenue Valuation in Deep Tech: How to Price What Doesn’t Exist Yet — Part 1

How do you build a pre-revenue valuation in deep tech, where ARR doesn’t exist and the “market” still needs to be educated?

Jun 12 •

Giulia Spano, PhD

Exits in Advanced Materials Startups

3 Case Studies on How Exits Were Strategically Engineered Behind the Scenes.

May 15 •

Giulia Spano, PhD

10 Truths No One Tells You About Building a Deep Tech Team

You Don’t Scale Science. You Scale People.

Apr 22 •

Giulia Spano, PhD

The Industrial Flywheel: How to Engineer Demand Before Building Your Factory | Chapter 2

What if your factory could sell before it exists?

Apr 10 •

Giulia Spano, PhD

The Industrial Flywheel: How to Engineer Demand Before Building Your Factory | Chapter 1

What if your factory could sell before it exists?

Mar 27 •

Giulia Spano, PhD

The Next $100B Deep Tech Market No One Is Talking About

Advanced Materials: The Quiet, Strong Revolution Redefining Entire Industries

Feb 13 •

Giulia Spano, PhD

30 Venture Lessons to Build and Back Great Deep Tech Companies

From 50+ Global Deep Tech VCs, CVCs, and Experts.

Feb 6 •

Nicola Marchese, MD

The DeepSeek Story: Implications for Deep Tech AI Valuations

A Wake-Up Call for AI Unicorns Priced to Perfection

Jan 30 •

Giulia Spano, PhD

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