deep tech startups

4 statements across 3 episodes · 3 bullish · 0 bearish · 4 people on the record · first statement Nov 11, 2021 by Ramez Naam · across every show →

Everything said about deep tech startups, oldest first

Nov 11, 2021 bullish
Insight
Naam: Deep tech startups no longer need commercial scale to exit
“It's no longer the case that we have to wait all the way until we have a product commercially on sale or at scale for this to produce an exit.”
Ramez Naam Nov 11, 2021 ▶ 33:02 Can 'deeptech' venture capital solve climate change?
Oct 5, 2023 positive
Insight
Thiel: Early deep tech models should prioritize error bars over detail
“It can be helpful just to put error bars and understand the sensitivities on things earlier on and go down the deeper, more detailed design rabbit holes when the higher level stuff is fixed.”
Dr. Greg Thiel Oct 5, 2023 ▶ 45:26 Climate tech startups need strong techno-economic analysis (TEA)
Jan 8, 2026
Insight
Rountree: Perfecting Technology in the Lab Delays Crucial Commercial Learning
“One of the things I didn't see there is that the learning curve matters. And once you start doing a thing, you tend to get better at it. And if you're commercializing something at small scale, you're kind of working out all the kinks that if you're, you know, …”
Ian Rountree Jan 8, 2026 ▶ 26:57 The VC case for 'full stack deeptech'
Jan 8, 2026 positive
Opinion
Kann: Rountree's Deep Tech Thesis Excludes Most Startups in the Space
“I think it's correct, but it also describes a world that honestly excludes the vast majority of startups in this space.”
Shayle Kann Jan 8, 2026 ▶ 3:56 The VC case for 'full stack deeptech'
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