Why Founders Bet on Deep Tech Before Markets Exist — and Win
What Changed and Why It Matters Founders are taking deep tech bets before clear markets exist. The risk profile has shifted. The commercialization gap is still real, but it’s narrower.…
Why AI‑designed materials will rewrite the chip supply chain
What Changed and Why It Matters AI already sits in three high‑leverage places in semiconductors: design, operations, and risk. It optimizes chip layouts, forecasts demand, and maps supplier exposure. That’s…
From demos to dollars: why AI startups are going revenue-first
What Changed and Why It Matters AI startups are recalibrating from eye-catching demos to revenue-first execution. The catalyst: inference costs, investor scrutiny, and a maturing buyer. Commonfund highlights a new…