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Deep Tech Startups & Venture Capital: An Analysis of 2025 | Chapter 1
The annual report on the Deep Tech Cycle — 2025 in Data: 200+ hard numbers that matter, mapped month by month — Q1–Q2.
Jan 14
19
2
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…
Nov 27, 2025
•
Giulia Spano, PhD
2
2
💸 Seed rounds for rare earths and CO2-negative materials; Series A backs TRISO fuel and industrial AI; Series C–D fund robots and cell…
The Weekly Barometer of Deep Tech Capital Flows.
Feb 2
•
Giulia Spano, PhD
4
1
🌋 Geothermal IPO Comes Back; 🪨 Rare-Earths from Scrap Scale; 🧱 Underwater Concrete Rewrites Ports; 📈 Data Centers Move Macro Numbers …
Weekly Intelligence on Deep Tech Startups and Venture Capital.
Feb 1
•
Giulia Spano, PhD
5
1
33:00
Critical Minerals at Venture Scale: What Makes Mining Tech Companies VC-Backable | Deep Tech Catalyst
Watch now | A chat with Jun Qu, Principal at Main Sequence
Jan 30
•
Nicola Marchese, MD
2
1
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DeepTech Briefing
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🌋 Geothermal IPO Comes Back; 🪨 Rare-Earths from Scrap Scale; 🧱 Underwater Concrete Rewrites Ports; 📈 Data Centers Move Macro Numbers …
Weekly Intelligence on Deep Tech Startups and Venture Capital.
Feb 1
•
Giulia Spano, PhD
5
1
⚛️ Fusion SPACs Test Public Appetite; 🛰️ Thermal-IR & Sovereign Space as Utilities; ✈️ Hydrogen Jets; 🌾 Spray Drones Localize Under…
Weekly Intelligence on Deep Tech Startups and Venture Capital.
Jan 25
•
Giulia Spano, PhD
7
1
🧱Hydrogen Steel & EACs; ⚛️ Nuclear Tranches for Data Centers; ✈️ Solid-State Cells Eye Aviation; 🚛 Gen-AI Freight Autonomy; 🚀 Reusable…
Weekly Intelligence on Deep Tech Startups and Venture Capital.
Jan 18
•
Giulia Spano, PhD
4
1
🚀 IPO Gravity in Orbit; ☢️ Data Centers Pre-Buy Nuclear; 🧬 Regulated AI Goes Vertical; ⚛️ Fusion Twins De-Risk Build; 🌐 6G Goes National…
Weekly Intelligence on Deep Tech Startups and Venture Capital.
Jan 11
•
Giulia Spano, PhD
7
2
DeepTech Catalyst
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33:00
Critical Minerals at Venture Scale: What Makes Mining Tech Companies VC-Backable | Deep Tech Catalyst
Watch now | A chat with Jun Qu, Principal at Main Sequence
Jan 30
•
Nicola Marchese, MD
2
1
30:22
Mining Tech from Lab to Exit: Focus, ROI, and Capital Efficiency | Deep Tech Catalyst
Watch now | A chat with Alexandre Cervinka, Exited Founder (Newtrax Technologies) and Investor.
Jan 23
•
Nicola Marchese, MD
4
3
31:35
Deep Tech IPO Roadmap: Investors, Metrics, Roadshow | Deep Tech Catalyst
Watch now | A chat with Adam Bergman, Managing Director @ EcoTech Capital
Jan 16
•
Nicola Marchese, MD
1
1
32:07
The Autonomous Driving Stack: Opportunities, Bottlenecks, and Business Models | Deep Tech Catalyst
Watch now | A chat with Ivy Nguyen, Investor @ GFT Ventures
Jan 9
•
Nicola Marchese, MD
4
3
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Analysis
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Deep Tech Startups & Venture Capital: An Analysis of 2025 | Chapter 3
The annual report on the Deep Tech Cycle — 2025 in Themes: where value pools across semiconductors, quantum, and industrial materials.
Jan 29
6
2
Deep Tech Startups & Venture Capital: An Analysis of 2025 | Chapter 2
The annual report on the Deep Tech Cycle — 2025 in Data: 200+ hard numbers that matter, mapped month by month — Q3–Q4.
Jan 24
16
2
Deep Tech Startups & Venture Capital: An Analysis of 2025 | Chapter 1
The annual report on the Deep Tech Cycle — 2025 in Data: 200+ hard numbers that matter, mapped month by month — Q1–Q2.
Jan 14
19
2
Manufacturing Moats: How Hard Infrastructure Becomes Defensive Tech | The Scenarionist
Steel + Silicon: The Return of Vertical Integration as a Venture Edge.
Dec 18, 2025
•
Giulia Spano, PhD
4
2
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…
Dec 11, 2025
•
Giulia Spano, PhD
2
2
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…
Nov 27, 2025
•
Giulia Spano, PhD
2
2
Exits in Advanced Materials Startups | The Scenarionist
3 Case Studies on How Exits Were Strategically Engineered Behind the Scenes.
Nov 26, 2025
•
Giulia Spano, PhD
11
2
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, 2025
•
Giulia Spano, PhD
3
1
Capital Movements
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💸 Seed rounds for rare earths and CO2-negative materials; Series A backs TRISO fuel and industrial AI; Series C–D fund robots and cell…
The Weekly Barometer of Deep Tech Capital Flows.
Feb 2
•
Giulia Spano, PhD
4
1
💸 Space and sovereignty pull capital; Photonic & networking AI infra reprice seed; Geothermal, storage, and bio-inputs scale quietly & more…
The Weekly Barometer of Deep Tech Capital Flows.
Jan 26
6
1
💸 5 unicorns, plus a decacorn; 9-figure defense OS, robotics & next-gen aircraft; big fusion & BCI rounds, plus quantum cameras and lithium…
The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.
Jan 19
1
1
💸 A $20B Series E that trades like infra; nuclear and hyperscale for AI; defense platforms and clinical bio scale up | Deep Tech Capital…
The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.
Jan 12
6
1
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Guides & Playbooks
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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, 2025
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Giulia Spano, PhD
6
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, 2025
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, 2025
10
3
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, 2025
•
Giulia Spano, PhD
12
2
Rumors
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Light-Driven Chemicals and the Quiet Revolution of Photon-Chemical Manufacturing | Rumors
Five Startups, One Rumor: New light‑powered reactions aid energy use, efficiency, feedstock risk, and margins in chemical manufacturing.
Nov 20, 2025
12
3
The Optical Interconnect Rush: Powering the New AI Network Stack | Rumors
Six Startups, One Rumor. A new generation of photonic technologies is rewiring data‑center networks for the AI era—at light speed and with radical…
Oct 2, 2025
4
4
Beyond Silicon, Beneath 4K – The Rise of Cryogenic Compute | Rumors
Five Startups, One Rumor. Startups are harnessing cryogenic electronics and thermodynamics to break scaling limits in AI and quantum — from cold chips…
Jul 31, 2025
7
3
Subsurface Imaging-as-a-Platform for Mining 4.0: The Data Arbitrage Play | Rumors
Five startups, one rumor: AI-based Subsurface Intelligence is turning Critical Minerals exploration into SaaS margins—collapsing drill programs, cost…
Jun 26, 2025
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Giulia Spano, PhD
2
3
Special Editions
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Deep Tech Monthly in Review - December 2025
Field notes from last month in Deep Tech startups and private markets — a strategic recap for Builders and Backers.
Jan 7
•
Nicola Marchese, MD
and
Giulia Spano, PhD
7
1
Deep Tech Monthly in Review - November 2025
Field notes from last month in Deep Tech startups and private markets — a strategic recap for Builders and Backers.
Dec 5, 2025
•
Nicola Marchese, MD
and
Giulia Spano, PhD
6
1
Deep Tech Monthly in Review - October 2025
Field Notes from The Scenarionist. A Strategic Recap for Builders and Backers.
Nov 6, 2025
•
Nicola Marchese, MD
and
Giulia Spano, PhD
12
1
The Scenarionist - Where Deep Tech Meets Capital
Deep views on Deep Tech to see clearly, decide with discipline, and move first.
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