Hardware Podcasts

Deep Tech Investing

Oxide and Friends · 2 Aug 2022 · 1h 15m · Episode 21

What this episode covers

Seth Winterroth of Eclipse and Ian Rountree of Kantos join Bryan Cantrill and Adam Leventhal of Oxide Computer Company to discuss the state of deep tech investing. They argue that venture capital has neglected hardware due to a 20-year focus on software market risk, creating an opportunity for investors who understand technical risk. The guests outline frameworks for evaluating hard tech companies, emphasizing the need for rigorous diligence, clear market validation, and the ability to navigate long development cycles from prototype to revenue.

Most relevant to

early-stage companies

Topics

Mentioned

Companies
Oxide Computer Company, Eclipse, Kantos, SoFi, Tesla, Rivian, Chef, System Initiative, 50 Years, Cerebras, Dusty Robotics
Also
Near Frontier, Industrial Evolution, ClubCentre, Twitter, Deepgram

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