deep tech

5 statements across 3 episodes · 2 bullish · 2 bearish · 3 people on the record · first statement Jul 3, 2025 by Keong Chan · across every show →

Everything said about deep tech, oldest first

Jul 3, 2025
Insight
Chan: Traditional VCs struggle to invest pre-team formation in deep tech
“When you deal with something as early as what we are, and we're taking multiple bets, you know, across all these emerging fields of research generally difficult for VCs to invest at that point in time, you know, because they're pre, pre-formation of teams, you…”
Keong Chan Jul 3, 2025 ▶ 28:14 Surfing the Waves of Deep Tech: Early-Stage University Research and Startup Formation
Sep 10, 2025 positive
Insight
Sonkin: Deep Tech Startups Must Educate Champions, Not Skeptics
“You need to aim for market education, and you need to invest in your brand and your communication, and of course your validation to have all pieces in place to Educate people, and of course, you educate your innovators and your champions, not the laggers, righ…”
Konstantin Sonkin Sep 10, 2025 ▶ 11:40 Unlocking Brain Potential Through AI and Neuroscience
Dec 9, 2025 negative
Insight
Newman: Mandatory investment committee consensus filters out outlier deep tech deals
“The deals that get done are the obvious ones. And the one, you know, and because if somebody doesn't understand, especially in deep tech or advanced technologies if there's somebody that doesn't get it, like, They like, or they did one deal four years ago and …”
Ari Newman Dec 9, 2025 ▶ 28:45 The Future of Venture: Massive VC's Vision for Longevity and Impact
Dec 9, 2025 negative
Insight
Newman: Standard SaaS metrics like Rule of 40 fail for deep tech
“The way that those products and industries evolve, you can't use the same rubric like you can looking at SAS and applying the rule of 40.”
Ari Newman Dec 9, 2025 ▶ 13:05 The Future of Venture: Massive VC's Vision for Longevity and Impact
Dec 9, 2025 bullish
Prediction Not checkable as stated
Newman: Space, energy, and quantum deep tech markets will rapidly expand
“We believe these are markets that absolutely are going to grow and are essentially existential for humanity and certainly the Western world to continue to thrive over the next 10 or 20 years.”
Ari Newman Dec 9, 2025 ▶ 2:10 The Future of Venture: Massive VC's Vision for Longevity and Impact
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