🔥 Beyond AI: Why Smart Capital Is Moving to Robotics, Cloud Automation & Real-World Deeptech
Your Weekly Shortcut to Deeptech Investing — Trends, Startup Intel & Investor Playbooks for VCs & Angels in 5 Minutes or Less
Deeptech Edge Weekly
📅 Tuesday, June 10, 2025 | Deep dives for today's smart investors.
Your 3-minute shortcut to uncover $1B deeptech bets, before they go mainstream.
Welcome to this week’s edition of Deeptech Edge Weekly. I write this for over 8k investors and operators who want real signal, not recycled headlines. If you’re new here, I keep it tight and tactical. Just what I’d want to know if I were investing today.
🎯This Week's Edge: Robotics Just Took the Lead
Something big is happening behind the scenes, and most people haven’t noticed it yet.
For the first time in years, robotics has officially overtaken AI in global venture capital deal flow. According to proprietary data I reviewed from VC Lab, robotics and deeptech now account for 6.7 percent of VC deal share, compared to AI and ML at 6.1 percent.
That might sound like a small shift, but it’s a major sign of where smart capital is heading. And I’m watching it very closely.
📊Signal #1: The Great Rotation Is Here
What I’m seeing isn’t just a trend. It’s a full-on capital rotation.
VCs are rebalancing their portfolios. They’re no longer avoiding long development cycles or hardware rounds. In fact, they’re starting to see those things as competitive advantages. And it makes sense.
We’ve got massive labor shortages in manufacturing. Supply chains are still shaky. And now that companies like AWS, Azure, and Google Cloud are offering cloud-native robotics platforms, scaling automation is finally becoming practical.
If you’ve been asking what comes after ChatGPT, I think this is it. Robotics isn’t just heating up. It’s compounding.
🎯Signal #2: When Qualcomm Writes Big Checks
This week I tracked a major deal. Netradyne raised 90 million dollars in a Series D round led by Qualcomm Ventures and Point72.
Qualcomm doesn’t back experiments. They invest when the tech is real, the use case is proven, and the model is already making money. That’s what this round signals.
Netradyne is building AI-powered video telematics for commercial fleets. It helps logistics teams increase safety and performance. The company already works with major carriers and has data showing clear ROI.
This deal tells me something I’ve been feeling for a while. Deeptech that solves real, boring, revenue-linked problems is finally getting the recognition and capital it deserves.
💡My Go-To 3-Second Deeptech Filter
Before I invest time or energy into any deeptech deal, I run this filter in my head:
Is it solving a real business problem that people are actively trying to fix?
Are customers already paying or running pilots?
Is an industry partner backing or validating the tech?
If the answer isn’t yes to all three, I pass or pause.
If the answer is yes to all three, it’s a serious opportunity worth deeper due diligence. I go deeper.
🔗Coming Next Week
I’m digging into a trend that’s been flying under the radar. Europe’s deeptech scene is growing faster than most people realize, and in some areas it’s outpacing Silicon Valley. If you’re tracking early-stage robotics, quantum, or climate tech, you’ll want to see the data I’ve got coming next.
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Thanks for reading. I’ll see you next Tuesday.
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Cheers,
Eden Djanashvili
Author Invest Deeptech
P.S. Hit reply and tell me: What deeptech sector are you most excited about in 2025? I read every response.
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This newsletter is for informational purposes only and does not constitute investment advice. Always do your own research.