Reletter
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Detecting deeptech breakthroughs before they happen.

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Issues389Founded4 years agoLast Issue10 days ago
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Latest Issues

A half-trillion dollars and fifteen thousand robots

More at console.deepradar.tech.


Half a trillion dollars that does not legally exist

Korea announced more than $510 billion of AI infrastructure in eight days. SK Group and NVIDIA announced a partnership worth over $500 billion o...

10 days ago
2

Why I didn’t count South Korea’s $10 billion AI announcement

The public record. Every call dated and graded.


New here? I check whether deeptech companies can actually deliver what they promise, on the timeline they promise it.

Every week, I make dated calls on the hard physical constrai...

17 days ago
3

I turned down the best headline I've gotten all year

The hold, on the record at console.deepradar.tech. Dated, and gradeable on August 31.


Everyone in my inbox this week told me to take the victory lap. I’m not going to. Let me tell you what happened, and why passing on it is the actu...

23 days ago
3

The claim that cannot be true


New here? I do one thing: I look at a deeptech company and find the single physical constraint that decides whether it can deliver on its funding timeline. Then I put a dated, falsifiable prediction into the open and grade it right o...

a month ago
3

The cost number that couldn't be true.

*Prediction updated this week on console.deepradar.tech


If you just found this newsletter, here is what I do, and it comes in two parts.

The first is the terminal. It scans the signals of deeptech, research and news now, funding an...

a month ago
4

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  • Invest Deeptech

    Your weekly shortcut to deeptech investing: turning signals into wealth with trends, intel & playbooks

  • Eden DA

    DTC

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