Deep Tech Companies
topic on 4 shows · 6 statements across 5 episodes
the Neon Show 
A Product Market Fit Show 
the a16z Podcast 
20VC
6 statements about Deep Tech Companies, every show
Keshavachar: All deep tech companies are inherently global businesses
“And all the deep tech companies typically, without exception, are worldwide businesses. Because the problems are, ah, same.”
Polovets: Deep tech startups rarely have functional products by Series A
“At seed, it's very rare to see like, oh, there's an asset that's going to be working here at the series A. Cause usually the asset's still going to be like being developed at the series A or maybe series B.”
Hinrikus: Deep Tech Startups Require 10 to 15 Years for Liquidity
“And maybe for deep tech companies, it's 10 to 12. You know, if you hit the bad patch in the markets, it becomes 15.”
The biggest deep tech risk is solving interesting but unscalable problems
“In deep tech, there is a big risk on, are you solving the real pain points? And we're, I think we're seeing a lot of deep tech companies that come And they either don't solve a pain point that's painful enough, or the pain point that they're solving is not sca…”
Strategic corporate investors back deep tech for differentiation, not ARR growth
“Their investment census is more around, hey, are you looking here at the really differentiated technology? Could that be a winning game rather than is that going to wreck on an ARR the fastest? They're not necessarily it's not a hundred percent financial. And …”
Harris: Deep tech attracts capital because business model innovations lack defensibility
“Now, that said, the deep tech companies, the reason why you see lots of investment in them is because the business model innovation companies themselves are not Not particularly only a few of them work as well. They're not particularly defensible, a lot of the…”