Reletter
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Detecting deeptech breakthroughs before they happen.

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Substack
PricingFreemiumPublishesTwice weekly
Issues391Founded4 years agoLast Issue16 days ago
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Latest Issues

I read four filings in a grid case and found two mentions of AI

The entry I should have written on 2 July, logged on 16 August. The record shows both dates : console.deepradar.tech .


What I do. A deeptech company raises money on a promise with a date attached. Working batteries by 2028. A fusion...

16 days ago
2

Eight filings say the grid is straining. Not one says AI is why.

More at: console.deepradar.tech


Eight filings and transcripts this summer show a grid under real strain. Not one of them blames AI. That is not a gap in the evidence, it is the finding, and it cost me the highest-conviction call on...

24 days ago
2

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...

a month 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...

a month 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...

a month ago
3

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

  • Eden DA

    DTC

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