hard tech
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jun 2, 2026 by Eric Romo · across every show →
Everything said about hard tech, oldest first
Jun 2, 2026
Romo: Deep tech costs are driven far more by talent than capex
“I think there's this perception, you know, outside of hard tech, deep tech, whatever you want to call the segment we're in, that they're incredibly capital intensive, and you can't imagine how much they're spending on capex, but that's not really the case. I m…”
Sep 10, 2026 bullish
Busch: Hard tech manufacturing is the future moat as AI commoditizes software
“Yeah, Molly, my hottest take is I really do think that we're re-entering kind of the world of the here and the now, and what I mean by that is I think being successful in real space, doing hard tech, building real things, and manufacturing with real tangible i…”