Insights

Insights on the factors shaping the next generation of deep technology companies.

Note
Overview
Building a Top Decile Seed Window Fund
How the fund maths plays out in the Seed Window
The Seed Window
Where deep tech stops proving its science and starts proving it can operate.
The Falling Cost of Specificity
Why increasingly tailored systems are becoming economically viable.
The Bottleneck Economy
Why the next wave of technology is increasingly constrained by the physical layer.