đ Deeptech Signals Premium: $250M Ocean AI, $3B Biotech Bets & $1B Photonics BoomâGrab Your 10x Toolkit Before VCs Triple the Price by Fall!
Your Weekly Shortcut to Deeptech Investing â Trends, Startup Intel & Investor Playbooks for VCs & Angels in 5 Minutes or Less
High-signal startup breakdowns, IP trends, and strategyâbuilt for smart-driven capital. Delivered: Every Thursday | Depth: 10-15 min reads
Hi investors,
Itâs Thursday, April 10, 2025, and Iâm diving into a seismic deeptech shift thatâs rewriting the rules for smart capital. The AI Chip Cold War is sparking a $1B photonics boom, Stanfordâs DNA storage breakthrough is turning labs into goldmines, and Googleâs $3B bet on AI drug discovery is shaking up biotech. Iâve got the inside trackâand the tools to win big.
Hereâs whatâs hot right now:
A $250M DARPA ocean AI push is fueling defense tech, while export bans ignite photonicsâthink 10x returns by 2027.
Ex-Cruise innovators are raising $15M for cargo drones, and Stanfordâs DNA spinouts are hiringâearly bets could explode.
Isomorphic Labsâ $3B valuation is riding AlphaFold 3âcap table secrets and quantum red flags included.
PLUS: Iâve built the "Hard Tech Investor Toolkit"âyour shortcut to mastering spinouts, AI chips, and biotech wins. Inside: my Hard Tech Diligence Matrix, professor-founder playbook, and term sheet generatorâeverything smart capital needs to strike before VCs triple valuations by fall.
Letâs roll. đ
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đHow I See Export Bans Powering a $1B Photonics Surge Amid the AI Chip Cold War
Iâm thrilled to share this weekâs big findâa massive shake-up in the tech world Iâm calling the AI Chip Cold War. Iâve been digging into how export bans are squeezing traditional chipmakers, and guess what? A new starâphotonicsâis stealing the show. Forget old-school silicon; Iâm talking about chips that use light to supercharge AI and sidestep geopolitical headaches. Iâve tracked down the latest moves, spotlighted five startups riding this wave, rated their risks, and peeked into where big investors (LPs) are pouring their money. Ready to uncover the $1 billion opportunities Iâve found? Letâs dive in!
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đŹ [INVESTOR ALERT] Stanfordâs DNA Data Storage Breakthrough Could Unlock a $500M MarketâGet Exclusive Access Before Big Tech Does!
Iâve been digging into something wild coming out of Stanfordâa breakthrough in DNA data storage thatâs got my investor senses tingling. Imagine storing the entire internet in a test tubeâcrazy, right? Thatâs what this tech promises, and Iâve tracked down the latest scoop from Stanfordâs labs, including a commercial timeline estimate and two spinout teams hiring right now. This isnât just cool scienceâitâs a potential goldmine for early investors like you. Follow me inside to discover what Iâve found.
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đ Isomorphic Labs Unveiled: Googleâs $3B AI Drug Discovery PlayâYour Insider Edge to a 10x Biotech Boom Before It Explodes
Today Iâm diving deep into Isomorphic Labsâa startup thatâs got my attention as Googleâs big swing at AI-driven drug discovery. Founded by Demis Hassabis, the genius behind DeepMindâs AlphaFold, this companyâs riding a wave of Nobel Prize-winning tech and a massive $600 million raise thatâs pushed its valuation toward $3 billion. Iâve pieced together the cap table, sized up their technical edge against competitors, and thought through a big downside risk: what if AlphaFold 3 flops or gets outdone? Hereâs everything Iâve uncoveredâletâs get into it!
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đ§ Investor Playbook Unlocked: Hard Tech Secrets for 10x Spinout WinsâGet Elite Tools Before Ohter VCs Steal You the Best Deals
Iâm pumped to bring you this Investor Playbookâa hands-on guide to nailing hard tech spinout deals. These are the startups coming out of labs and universities, built on tough science like quantum computing or biotech. Iâve been digging into what makes these investments tick, and Iâm sharing three tools Iâve been using: my Hard Tech Diligence Matrix, a mental model called "When to Bet on a Professor-Founder," and a Term Sheet Clause Generator for lab spinouts. With real data and fresh insights as of today, April 9, 2025, Iâll walk you through how I use these to spot winners and dodge losers. Follow me inside to stack some wins!
Want to follow the real journey of investing in the next $1B tech plays? Join me on Instagram journey @eden_jana â Iâm sharing the signals, startup bets, and behind-the-scenes deeptech moves VCs donât talk about.
Youâre already in the inner circleânow letâs turn those $1M bets into $5M wins.
Stay sharp,
Eden Djanashvili
Author Invest Deeptech