5 Comments
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Mitchell Kosowski's avatar

To me the seed data is the most interesting signal here.

Dollars up but deal count down 30%... that's not just "bigger checks," that's a fundamental shift in how early-stage risk gets priced.

When seed rounds start getting bigger than what Series A's used to be, it raises the question of who's funding the truly experimental stuff now.

Are we seeing the emergence of a pre-seed gap where the weirdest, most contrarian ideas struggle to get off the ground?

Massimo's avatar

Capital efficiency is the new North Star. Reaching TRL 4 on a bio-adaptive OS with zero-latency hardware integration is how we turn that $300B into the next industrial revolution. C.E.B. Systems is executing exactly that. Deep Tech isn't about the money you spend, but the complexity you solve. Hardware is ready. Kernel is live. Symbiosis is next.

Diana Kay's avatar

Construction did not "stop adopting" technology. Technology has not been ready (until recent years) to interact with the physical environment.

Here's why: https://www.linkedin.com/posts/diana-kay_right-data-wrong-framing-construction-activity-7448407748389781505-gHhx

Gary S's avatar

Another great article. Enjoy the concise nature on topics that matter.

Byblos Digital's avatar

a $2 trillion industry with flat productivity since 1950 is a bigger opportunity than most of the software categories getting funded right now. thanks for the article