🚀 The $1B Deeptech Bets I’m Watching First: Quantum, Humanoids, and Climate Infra Are Heating Up
Your Weekly Shortcut to Deeptech Investing — Trends, Startup Intel & Investor Playbooks for VCs & Angels in 5 Minutes or Less
Deeptech Edge Weekly
This Week’s Top Deeptech Investment Trends.
📅 Tuesday, June 17, 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: The Future of Compute Is No Longer Fiction
A major shift is happening in foundational technologies and it’s coming from chips, not apps.
We’re seeing a new wave of VC conviction around quantum, neuromorphic, and photonic computing. These aren’t moonshot R&D plays anymore, they’re becoming commercially viable, capital-efficient, and strategically important.
📊 What I’m Seeing:
Quantum alone attracted $1.3B+ in global VC funding last year, and photonic computing startups are catching up fast. These technologies offer a clear path to defensible moats: specialized hardware, longer development cycles, and direct partnerships with governments and Fortune 500s.
Signal #1: Quantum Startups Are Scaling
One to watch: Multiverse Computing (Spain/Canada). They're translating quantum algorithms into real commercial value — not just whitepapers.
They’ve landed contracts in finance, logistics, and manufacturing across Europe and are expanding into North America. What’s interesting is that they’re not building full-stack quantum computers. Instead, they’re plugging into real-world workflows where classical compute fails.
💡 Actionable Tip:
Beginner: Use tools like Linknovate’s InnoScout to track patent activity in quantum and photonic startups.
Intermediate: Attend events like Walden Catalyst’s “Quantum to Scalable” sessions, they walk through actual diligence frameworks.
🎁 Get Started: Download my Beginner’s Guide to Quantum Investing by joining today my Premium edition.
Signal #2: Humanoids Are Quietly Going Mainstream
This is the robotics wave everyone’s been waiting for.
Stealth-mode humanoid and polyfunctional robotics startups are raising $60M+ Series B rounds, and they’re doing it in industries that can’t afford to wait — logistics, agriculture, manufacturing.
Take Fulfil Solutions as a case in point. They recently exited stealth with a $60M Series B to automate grocery fulfillment. What’s important here isn’t just the raise, it’s the cost-per-unit economics they're achieving with commercial deployments in the U.S.
Europe’s lead in robotics R&D and hardware capital efficiency is translating into better exits, faster.
💡 Actionable Tip:
Beginner: Start watching robotics patent data. Most of these stealth companies leave clues in filings long before fundraising news drops.
Intermediate: Follow VCs like HTGF (Germany) or Lunar Ventures, who are quietly building robotics-heavy portfolios.
🎁 Get Started: Join the Instagram group @investdeeptech to get the latest updates in deeptech.
Signal #3: Climate Infrastructure Just Flipped the Script
A $100M Series B from a stealth climate infra startup (under embargo) tells me this:
VCs are no longer scared of “hard” infrastructure. If it includes AI, IoT, and robotics, and shows measurable sustainability outcomes, capital is flowing.
This company is operating in Europe and hitting scale milestones in water systems, energy optimization, and regenerative agriculture.
What’s key: the ROI is fast, the models are repeatable, and governments are lining up to co-fund.
💡 Actionable Tip:
Beginner: Use Dealroom and StartUs Insights to track climate infrastructure rounds.
Intermediate: Study how AI + sensors + robotics are creating composable infrastructure layers for global climate problems.
🎁 Get Started: Download my Deeptech Climate Playbook.
🔗 Coming Next Week
Here’s what I’ll be diving into in the next issue:
Wandercraft’s $75M humanoid robotics push
A photonic chip that mimics 41 million neurons
Europe’s largest private fusion energy deal
A robotics startup in Poland scaling 220% ARR
👉 Paid subscribers will get the full breakdown, founder insights, and investment angles next week.
→ Upgrade to Premium for deep dives and tactical investor signals.
🤝 Join the Conversation
We’re now over 10K on Instagram @InvestDeeptech where I post daily signals and ecosystem alerts.
Thanks for reading. See you next Tuesday.
If this was helpful, forward it to a friend or LP who’s watching the deeptech frontier.
Cheers,
Eden Djanashvili
Author, Invest Deeptech
This newsletter is for informational purposes only and does not constitute investment advice. Always do your own research.