đ„ Beyond AI: Why Smart Capital Is Moving to Robotics, Cloud Automation & Real-World Deeptech
Your Weekly Shortcut to Deeptech Investing â Trends, Startup Intel & Investor Playbooks for VCs & Angels in 5 Minutes or Less
Deeptech Edge Weekly
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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 weekâs edition of Deeptech Edge Weekly. I write this for over 8k investors and operators who want real signal, not recycled headlines. If youâre new here, I keep it tight and tactical. Just what Iâd want to know if I were investing today.
đŻThis Week's Edge: Robotics Just Took the Lead
Something big is happening behind the scenes, and most people havenât 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 itâs a major sign of where smart capital is heading. And Iâm watching it very closely.
đSignal #1: The Great Rotation Is Here
What Iâm seeing isnât just a trend. Itâs a full-on capital rotation.
VCs are rebalancing their portfolios. Theyâre no longer avoiding long development cycles or hardware rounds. In fact, theyâre starting to see those things as competitive advantages. And it makes sense.
Weâve 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 youâve been asking what comes after ChatGPT, I think this is it. Robotics isnât just heating up. Itâs compounding.
đŻSignal #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 doesnât back experiments. They invest when the tech is real, the use case is proven, and the model is already making money. Thatâs 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 Iâve been feeling for a while. Deeptech that solves real, boring, revenue-linked problems is finally getting the recognition and capital it deserves.
đĄMy 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 isnât yes to all three, I pass or pause.
If the answer is yes to all three, itâs a serious opportunity worth deeper due diligence. I go deeper.
đComing Next Week
Iâm digging into a trend thatâs been flying under the radar. Europeâs deeptech scene is growing faster than most people realize, and in some areas itâs outpacing Silicon Valley. If youâre tracking early-stage robotics, quantum, or climate tech, youâll want to see the data Iâve got coming next.
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Thanks for reading. Iâll 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.