Insights

Thesis & Deep Dives

Alpha In Deeptech series and deep dives into specific technologies. First-principles conviction-building for emerging deeptech verticals.

CURATED LIST
Top Deeptech VC Reports - in One Place

Pi Ventures, TDK, Speciale, DCVC, Royal Academy of Engineering and more.

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Alpha In Deeptech · 004
Earables: The Next Clinical Sensing Platform?

The ear is the body's most information-dense sensing location - five markets where earables beat wristbands hands-down.

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Alpha In Deeptech · 003
The Liquid Robot Frontier

Robots that flow, squeeze, and reshape - the emerging class of soft hardware that rigid machines can't touch.

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Alpha In Deeptech · 002
The AWS Moments Hiding in Physical Systems

Turbines, hydrogen, grid infra, adaptive hardware - the platform layers inside physical industries that will mint the next Datadogs.

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Alpha In Deeptech · 001
The AWS Moment in MEMS

India doesn't need to win the cleanroom race - five software-layer bets where the real MEMS billions will compound.

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Deep Dive
56 Hours Mapping Battery Chemistries - Here's the Mindmap

Not a comparison table. A full causal map of why battery chemistry evolved the way it did - and what it signals for deep-science bets.

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Deep Dive
Theranautilus - Nanobots Fixing Your Tooth Pain

Magnetic nanobots that swim into dentinal tubules and rebuild enamel from the inside

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Deep Dive
Digantara - Google Maps for Space

11,000+ satellites, debris travelling at 28,000 km/hr, and one Indian startup building the real-time orbital traffic map.

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Deep Dive
The Quantum Wave Is Rising - So What?

Cuts through the hype: what quantum actually is, where it's investable today, and why "quantum-ready" mostly isn't.

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Deep Dive
The Real Choke Point in India's Space Economy Isn't Launch

Everyone debates rockets - the actual bottleneck is elsewhere in the space value chain.

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Deep Dive
Light Now Has Two Control Knobs Instead of One

Steerable and responsive photonics in one chip - why this doubles the design space for sensing, comms, and defense payloads.

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