Tag: Deep Tech
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You Can Just Program Biology
The Information Age was a consequence of two developments: the ability to work with information programmatically and the democratization of that capability. We are now entering a similar period in biology. We can now program life itself with the ever cheaper tools of synthetic biology. We believe this era of…
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Bell’s Inequality
I recently finished Quantum Computing for Everyone, which is a great intro to the basic ideas and math behind quantum computing. I particularly enjoyed its account of Bell’s inequality, which offers a great lesson in the history of science. In the early 20th century, physicists worked out the core of…
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Against The End of History of Venture Capital
I’ve written previously about the deep tech opportunity. While lean software startups have been a great place to invest venture capital over the last thirty years, I believe we’re living through a shift where future returns in venture capital will be more driven by companies that engage in fundamental innovation.…
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The Three Kinds of “Deep Tech” Startups
Something that’s frustrating about investing in non-purely-software companies is the poverty of vocabulary. People talk about “deep tech”, “hard tech”, “frontier tech”, “atoms”, and so on. Sometimes they just mean to distinguish hardware from software companies, sometimes to distinguish technical moonshots from more immediately commercial ventures. Despite the linguistic fuzziness,…
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Blixt
(Crossposted to the USV blog) Existing electrical infrastructure is ill-suited to our current needs. It was developed for a world where we simply sent firm AC power from centralized power plants to end-customers. Today, however, electricity flows multi-directionally, as both AC and DC, and more intermittently. As we continue to…
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Vertically Integrated and AI-First
Crossposted from the USV blog A new pattern is emerging that we are excited about at USV: entrepreneurs are upgrading physical industries with an AI-first and vertically integrated approach. Instead of selling software to industry incumbents, startups are increasingly deciding to use their technical know-how to compete head-on. We think…
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Making Energy Programmable
(crossposted from the USV blog) We’ve previously written about the storage gap. The proliferation of solar has led to an abundance of energy when the sun is out and a dearth of energy when it’s not. Batteries help address this gap by storing excess energy in times of plenty and…
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Power Electronics 101
I spend a lot of time thinking about the future of the grid, which I think will look increasingly decentralized and multi-directional. Power electronics, or devices that manipulate power with semiconductors, are a critical part of that story. They offer greater control and flexibility to facilitate the expanding variety of…
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New Gadgets
Growing up, the tech hardware landscape was highly polytheistic. I had a Gameboy for games, an iPod for music, a camera for pictures, and a phone for communication. Then the smart phone collapsed all of that into a single device, and so for most of my adult life, the only…
Matthew Mandel 