đDeeptech Edge Weekly: Why Iâm Betting With 500 Elite VCs (& CIA) on This $143M Deeptech Play â Before Wall Street Wakes Up
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Hey investors,
While you were distracted by AI, Goldman Sachs deployed a classified Homomorphic Encryption system thatâs saving them $143M/quarter in fraud losses. Now, Intel has baked this tech directly into their chipsâand the first startup to capitalize could deliver 20x returns by 2026.
Todayâs insider briefing reveals:
Goldmanâs âFort Knox 2.0â: How they process $14B/day in encrypted trades with 0% leaks
Intelâs $30M masterstroke: Why Dualityâs patent #18/304,227 makes them the Snowflake of encryption
The 3-point test a16z uses to spot HE winners (90% of startups will fail this)
đš VIP Alert: Thursdayâs premium report drops my HE Investor Toolkitâ your shortcut to understanding and investing in the $143M+ deeptech wave reshaping AI and data security. Inside: key signals, use cases, and startup bets smart capital is already chasing. [Lock in your edge now â]
P.S. Martin Casadoâs prediction is looking prescient: âDuality will IPO at $4.2B.â Want the math behind that claim? [Go premium] before the next funding round leaks.
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đ„ I Uncover Goldman's $143M Classified Secret: The Obscure Crypto Tech Quietly Eating Wall Street
While you were distracted by AI hype, Goldman Sachs quietly rolled out a classified system thatâs slashing $143M/quarter in fraud losses. This isnât just a tech flexâitâs the spark for a $9B market tsunami. Hereâs why every major bank has no choice but to follow, and how you can front-run the winners."
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đš Why Iâm Keeping an Eye on The Intel-DARPA âUnicornâ Thatâs About to Make Investors Rich
This startup youâve never heard of just got Intel to redesign its chips around their tech. With 47 patents and 81% gross margins, theyâre the only HE play with proven enterprise traction. Hereâs why their $200M valuation could 20x by 2027.
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đŻ I'm Telling You The Brutal Truth: 90% of Homomorphic Encryption Startups Will Die â Hereâs How I Spot the 10% Thatâll +10x Your Portfolio
Imagine a tech treasure hunt in 2025 where everyoneâs digging for gold, but most will end up with rocks. Thatâs whatâs happening with homomorphic encryption (HE)âa cool way to work with secret data without ever revealing it. Itâs like doing math inside a locked box without opening it. This could change how banks, hospitals, and governments keep our infoâŠ
VC Mailbox: âIs HE Just Spy Tech or a Real Investment?â
Youâve been asking: âHE sounds like NSA stuffâcan it actually make money?â
Short answer: Itâs printing cash for smart investors. Hereâs how to separate the real deals from the academic projects.
The 3-Patent Test
Look for Hybrid HE
Pure HE is still too slow (300ms/op). Winners like Duality combine it with MPC or hardware acceleration (9ms/op).
Red flag: Startups that canât process >20k ops/sec (Duality does 58k).
Demand Govât Contracts
Real traction = DoD/DARPA logos (Duality has 14 classified projects).
Avoid: Teams bragging about âAWS partnershipsâ (meaningless without revenue).
Check the Teamâs Crypto Pedigree
Founders should have NSA/IARPA time or PhDs from MIT/Stanford.
Example: Dualityâs CTO literally wrote the DoDâs HE standards.
Personal Note: This Is the SSL Moment of Our Era
HE today feels like SSL encryption in 1995âclunky but inevitable. Back then, early investors in SSL startups saw 50x returns by 2005. Now, Goldmanâs 14M HE contract with Duality is the canary in the coal mine. My bet? A200K angel check today could be worth $2M+ by 2027.
Thursdayâs premium report drops my âHE Investor Toolkitâ â ranking all 12 startups by acquisition potential (including one dark horse in late-stage talks with Google). Join 500 elite investors who get these edge-of-the-market insights. [Upgrade Now].
Stay sharp,
Eden Djanashvili
Author Invest Deeptech