Deep Strategy
Natalya Bailey, Ubiquity VenturesInsights, tools, and case studies for deep tech founders solving humanity's most important problems
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 15 | Subscribers | Read | natalyabailey.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
What the backbone of America needs from AI
Brad Feld’s piece on Running a Company on Markdown Files is seductive. The idea that you can collapse your operating system into a folder of text, define skills declaratively, let a capable model interpret those files, and effectively repla...
Boom Supersonic and the Deep Tech Pivot
Boom Supersonic recently announced that it would start selling gas turbines to power AI data centers. Depending on who you ask, this will play out to be either a lucrative business offshoot or a disastrous distraction from its core mission:...
The only strategy meeting a deep tech startup needs
In fast-growing startups, priorities have a tendency to bloat and execution slows. Everyone stays busy but teams accumulate “important” initiatives that never get deleted, leaders lose the visceral connection to the long-term vision and to ...
The last mile of enterprise AI
I gave this talk at West 2025 and want to share with you all.
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Authors
The writers behind this newsletter.
Natalya Bailey is a rocket scientist and deep tech entrepreneur, investor, and mentor.
Nerdy and early VC firm focused on seed investments in startups pushing software beyond the screen
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