Deep-tech Capital @DeepTechCap
Finance leader in a deep-tech scale-up, sharing insights on capital, strategy and decision making under uncertainty Madrid, Comunidad de Madrid Joined June 2026-
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"Before you have a lead you have conversations. After, you have a round" If you want to understand the psychology and the importance of the lead investor, read here: substack.com/@deeptechcapit…
Investing in deep tech is not inherently riskier. The risk profile is different, but not necessarily higher at the portfolio level. Success is harder to achieve, but for the companies that do succeed, success tends to be far more durable and sticky Source: Dealroom
Don’t target “the fund.” Target the right partner. Wrong partner = cold email in disguise
@niccruzpatane None of these approaches will work. True autonomy requires OEM-scale economics and a perception stack combining cameras, radar, and LiDAR. If you can't handle the last 0.1% of edge cases, it won't scale. China is getting ahead in AVs becasuse they get this
Interesting to see that deep-tech has very similar economics to other traditional VC funds. In a future post I will analyize why this is the case Source: bcg.com/publications/2…
@HighyieldHarry 100%. Eisman is even worse. There is no depth in their analysis
European car makers should follow Hyundai. Announce an AV strategy. Say you’re entering humanoid robotics. Watch the stock go up. Raise capital. Repeat.
@credistick The Big 2026 move might also be related to the recent popularity of hardtech. This category needs multiples of capital and the funds are adapting
If you are thinking about hiring an advisor for your new equity round read this first ⤵️
New entry in Substack! On Capital Raising: Part III - the reach-out open.substack.com/pub/deeptechca…
@SawyerMerritt Regulators will very likely need multiples of that figure. My car has more km than Tesla's reported figures
In AVs/Physical AI China is already ahead. Just look at some Huawei videos. Tesla won't be able to reach Level 4 without Lidar and Radar
Interesting. (Founder of Z.ai, creator of GLM AI models.)
Interesting that he is now selling the remaining stake in #BostonDynamics
“The next trillion-dollar opportunity is Physical AI and Robotics.” — Masayoshi Son, CEO of SoftBank, also just became the richest in Asia
We will see before AI satellites than Tesla robotaxis
SpaceX has just officially unveiled its AI1 satellite, the first generation of its AI satellite. Overall Specs: • 150 kW peak compute payload • 120 kW average compute payload • 70 kW per ton • Compute provider interchangeable Dimensions: • Wingspan: 70 meters • Deployed
@vikramskr and 50% of all GaAs/InP are manufactured in Win Semiconductors
We call it the European "valley of death." The reality is that France and Germany have largely built bridges across it. For hard-tech founders in many other European countries...good luck #hardtech
France launches Tibi Phase 3 with €13bn for tech firms, targeting €15bn by 2030, with 50% earmarked for deeptech. dlvr.it/TT6mdQ #Infrastructure #deeptech #Europeantech #France - Follow for more
In deep tech, valuation jumps are milestone-driven. Your round strategy should be built around de-risking #deeptech #fundraising
Interesting to see the overlap between robotics and automotive. Tesla, Xiaomi, XPENG, Hyundai... A solution that works for both markets expands significantly the TAM and the justification to invest multiples more
Hyundai Takes Full Control of Boston Dynamics, Buying Out SoftBank for $325M valueaddvc.com/pulse/hyundai-…
@Dipper_pol Not sure about this. Barriers to entry in software were non existant. I Don’t think many companies now will be able to invest hundreds of Bn to compete and we know scale matters in models
New entry in Substack! On Capital Raising: Part III - the reach-out open.substack.com/pub/deeptechca…
@Trace_Cohen Momentum sometimes means removing reasons to say no: remove technical risk, commercial risk, industrialization and so on
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