Deep Tech Investing

23
Feb
Every Leap in Timing Precision Unlocks a Structurally New Class of Applications

Every Leap in Timing Precision Unlocks a Structurally New Class of Applications

Each leap in timing precision - Harrison's chronometer, GPS, now ZaiNar's sub-nanosecond wireless sync - enables a structurally new class of applications.
5 min read
23
Nov
The Copper Constraint: Why AI Infrastructure Needs Biology to Scale

The Copper Constraint: Why AI Infrastructure Needs Biology to Scale

Global copper demand is projected to nearly double by 2035. Endolith uses engineered microbes to extract 30-90% more copper from ore already being processed.
3 min read