Insights
Analysis and perspectives on deep technology, venture investing, and the forces reshaping energy, computing, and human health.
Solid-State Batteries: The Engineering Race That Will Define Electric Mobility
Solid-state batteries promise to unlock 3x energy density and eliminate flammability risks. We analyse the materials science, engineering challenges, and investment landscape of the technology that will define the next decade of energy storage.
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From AlphaFold to the Clinic: How Protein Structure Prediction Is Transforming Therapeutic Design
AlphaFold solved protein structure prediction. Now the harder question begins: how do we translate structural knowledge into therapeutics? We examine the computational biology pipeline from fold to drug candidate.
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Neuromorphic Computing: When Silicon Learns to Think Like a Brain
Neuromorphic processors promise 50-1000x energy efficiency gains for edge AI inference by mimicking the brain's spike-based computation. We examine the architecture, applications, and investment thesis.
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The Deep Tech Investment Thesis: Why the Hardest Problems Create the Greatest Returns
Why deep technology — grounded in physics, chemistry, and biology — creates durable competitive moats and outsized returns. An analysis of PsiQuantum, Commonwealth Fusion Energy, and the structural advantage of science-led investing.
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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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Energy Transition Investment Opportunities: Beyond Solar and Wind
The energy transition requires far more than solar panels and wind turbines. An analysis of emerging investment opportunities in long-duration storage, nuclear fusion, and industrial decarbonisation.
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Green Hydrogen: The Molecule That Could Power Industrial Civilisation
Green hydrogen produced by electrolysis from renewable electricity could decarbonise steel, cement, shipping, and chemicals — sectors that electricity alone cannot reach. We analyse the cost curves, technology landscape, and investment opportunity.
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Quantum Computing Commercial Reality: Genuine Progress in 2024
Separating hype from substance in quantum computing's commercial development. An analysis of real technical milestones achieved by IonQ, Quantinuum, and PsiQuantum in 2024, and what they mean for investors.
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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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