Insights
Analysis and perspectives on deep technology, venture investing, and the forces reshaping energy, computing, and human health.
The Deep Tech Decade: Why Hard Science is the Next Frontier for Venture Capital
The easy software arbitrage is over. The next decade of venture-scale returns will come from companies solving the physical world's hardest problems. A case for the coming era of deep tech investment.
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Beyond Solar Panels: The Investment Opportunity in Energy Infrastructure
The energy transition is not just about generation. Storage, grid intelligence, and demand flexibility represent a multi-trillion pound opportunity for seed-stage investors willing to think about the whole system.
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Quantum Computing Reaches the Commercial Inflection Point
After decades of laboratory promise, quantum computing systems are demonstrating practical advantage in select domains. We explore where the earliest commercial opportunities lie and how to evaluate them as investors.
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The Biotech Revolution: How AI is Transforming Drug Discovery
AlphaFold changed protein structure prediction overnight. Foundation models trained on vast chemical datasets are now beginning to do the same for small molecule design. What this means for the therapeutic development pipeline and for venture investors.
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Seed Stage Investing in Hard Tech: A Framework for Evaluating Scientific Risk
Deep tech investing requires a different mental model from software venture. Scientific risk, regulatory complexity, and long development timelines demand a bespoke framework. We share how we think about early-stage hard tech companies.
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Occasional dispatches on deep technology, venture investing, and the companies building the infrastructure of tomorrow. No more than twice per month.
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