Invest Deeptech
Invest Deeptech, Eden DADetecting deeptech breakthroughs before they happen.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 381 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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investdeeptech.substack.comLatest Issues
The one word that reprices a deeptech deal
You can check it here: deepradar.tech
The deck said “200 MW clean PPA.” The paper underneath was a Letter of Intent.
In a deeptech deal, that one word is the difference between contracted power and a hope with a logo on it. And it’...
$780M moved this week. I still didn't bend.
Each week I track where deeptech money is running ahead of what’s actually possible, and I keep a public record you can check.
This week, more than ten countries said they want to build their own AI.
Not borrow it from the US. Not...
Three predictions. Three domains. One pattern: physics doesn't read press releases.
“A quick walkthrough of the DeepRadar terminal: predictions, evidence, weekly takes.”
This month I made three public predictions on the DeepRadar terminal.
Quantum commercial inflection by 2027: 38%. Fusion 2028 commercial deliveri...
This Week I Almost Shipped A False Positive. Here's How I Caught It.
PE-012 in the DeepRadar terminal. Logged May 12, 2026 the same day the announcement broke. Neutral because Canada committed $1.5B USD against a $5B threshold.
This week, Canada announced a sovereign AI compute fund. The headlines wr...
The 10 predictions. On the record.
Most deeptech intel is published 18-24 months after the alpha is gone. Not because the analysts are slow. Because the business model rewards being safe over being right.
Last week I said I’d publish 10 predictions. So here they are. Times...
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Your weekly shortcut to deeptech investing: turning signals into wealth with trends, intel & playbooks
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