Nehal Pandya’s Post

India’s deeptech sector holds immense promise, but its full potential can be realised only through long-term commitment. This was a major theme at Capital Connect 2025, where industry leaders emphasised the need for significant investments in artificial intelligence infrastructure, without which India risked falling behind global peers. Strategic funding structures will hold the key here. Fostering a long-term vision with investment cycles of 10+ years for deeptech funds will enable investments in critical infrastructure like graphic processing units and data centres, and in the development of domestic large language models. Now is the time to take decisive action and catalyse India's emergence as a global deeptech powerhouse. Read more: https://lnkd.in/dU2RN6fw #Deeptech #AIInfrastructure #IndiaInnovation #LongTermInvestment

#DeepTechBriefing No. 44 is Live 🚀 Welcome back to our weekly deep dive, where we cut through the noise to spotlight the forces driving deep tech’s biggest moves… It’s all about uncovering the trends, strategies, and opportunities behind the headlines. Here’s the snapshot of the week, distilled into 10 game-changing data points: 1️⃣ $260M – Stoke Space: Reusable rockets to slash costs and scale up launches. Space just got closer.   2️⃣ €20M – VerticalCompute: Tackling AI chip memory bottlenecks. Faster, smarter AI is on the horizon.   3️⃣ $144M – Inari: Gene-editing seeds for resilient crops. Feeding the future in a changing climate.   4️⃣ $32M – Overland AI: Off-road autonomy for defense and exploration. AI takes on extreme terrain.   5️⃣ $30M – SEEQC: Quantum chips solving real-world problems. From cryptography to logistics, it’s a game-changer.   6️⃣ $15M – Moment Energy: Recycling EV batteries for a greener, second life. Sustainability wins.   7️⃣ $500M – Eli Lilly and Company x A16Z: Health tech’s future. Betting big on life sciences and innovation.   8️⃣ $320M – Truveta: Genomic data meets AI. Personalized medicine just leveled up.   9️⃣ $120M – NEURA Robotics: Humanoids and cobots for the workplace. Robots to tackle labor gaps.   🔟 $17M – Electralith: Low-cost lithium outside China. Powering EVs with independence.  💡 But this is just the surface... Want the full story? Read the complete briefing now: https://lnkd.in/dGtc4MMc ✨ Each Deep Tech Briefing is free to access for the first week. After that, it joins our exclusive archive, available to Premium Members.   The Scenarionist Premium is built to make you a sharper founder, investor, and operator in deep tech.   Unlock the full experience here: https://lnkd.in/dG5i2U-b  #deeptech #hardtech #tech #founders #founder #startups #startup #VCs #vc #venturecapital #cvc #money #busines #investing

🧠Agree or disagree?! Once a year, Ventech's investment team and Partners took some time to sit down and reflect on what lies ahead for startups and the VC scene in Europe.  And we think it’d be fun (and insightful hopefully!) to share our 2025 predictions to see if our views converge or diverge with the other VC fellows and tech founders. ☑️A sneak peek: 🤙 AI, AI, AI… 1. From #AI hype to practical applications: 2. Evolution of AI: from #LLMs to Large Multimodal Models (#LMM) 3. Autonomous AI agents: redefining HR and customer success 4. Challenges in LLM-based AI: the cost factor 🫱VCs will have their eyes locked on … 1. Flight to quality: precision over volume 2. HealthTech and Energy: pillars of growth 3. The rise of new entrepreneurial models 4. Operational Technology (#OT) digitalization 5. Challenges for Deep Tech and Climate Tech 🟪 2025 will mark a fresh start for the VC industry. 1. Reopening of exit opportunities: #IPOs and M&A on the rise 2. European market: cautious spending and VC consolidation 3. European instability: a catalyst for capital reallocation Full predictions here➡️ https://lnkd.in/enAM_SVz And you? What do you think? 😉 🫶 🧠 Insight sources: Jean Bourcereau, Audrey Soussan, Claire Houry, Christian Claussen, Stephan Wirries, Tero Mennander, Joel Uddén #aiagent #consolidation #vc #europe #earlystage #ventech #deeptech #climatech #healthtech #energy

September has been an eventful month, highlighted by my experience at a deep tech summit in South Korea. Building strong relationships within industry and academia in global markets enables us to fuse theory to practice through the power of technology. We had an opportunity to speak about how the fourth industrial revolution is taking the manufacturing floors by storm. #industry4 #makeinindia #digitisation #industrialrevolution #deeptech

Notes from Deep Tech Forum BLR 24 Longer post with some other observations on tumbles.run I swung by the Deep Tech event hosted by Ankur Capital last week. Some thoughts - For a event branded Deep Science, there was little technical talk, and a lot of panelists focused on business development, IP protection, and especially fundraising. Ah fundraising. There was a liberal amount of advice given about what founders should do and should not, and perhaps not enough on what VCs can do and do not. Overall I’d say it remains the case that most Indian deeptech founders are better over setting up a Delaware C-corp and raising from the States. Space and semicon are likely the only exceptions. Related - everyone probably wants to say they invest in deeptech bc it’s sexy + feels impactful but few appear willing to do so early enough to really matter. What especially seems missing is a willingness to bet on unconventional founders with ambitious visions on truly frontier (and not just hardware or infra) deeptech. This is unfortunate because this is where significant leapfrogging and game-changing value likely is. Ultimately, founders are the ones will build the paradigm-shifting company that makes obvious sense in hindsight but appears “preposterous” in the present. I’m as bullish as ever on the Indian deeptech founder but a tad bearish (at least in the short-term) on the Indian deeptech ecosystem.

BIS Research has initiated a LinkedIn Live Series, named Tech-novation by BIS Research. This series is designed to delve into niche technologies, their global impact, and the policies shaping them.    We are excited to announce the first episode titled “India at the Forefront of DeepTech Innovation,” which will explore: > Policies and norms for deep tech companies and startups in India > Government contributions to fostering innovation in deep tech > Key challenges and opportunities for startups in the deep tech ecosystem Don't miss this insightful discussion between Faisal Ahmad, CEO of BIS Research, and Rameesh Kailasam, CEO of IndiaTech.Org, one of the most influential voices in Indian deep tech, on January 22nd, 2025, between 5:00 and 6:00 PM! Tune in live via LinkedIn: https://lnkd.in/gDpjQQXC YouTube: https://lnkd.in/gNcFf4S7

The nasscom Deep Tech Council roundtable at #nasscomfutureforge2024 brought together leading industry experts and innovators to chart the course for India’s Deep Tech future. Thought-provoking discussions explored the challenges and opportunities in scaling innovation, fostering cross-industry collaboration, and developing strategies to navigate the ever-evolving tech landscape. Insights shared by top stakeholders have laid a strong foundation for driving India’s leadership in the global Deep Tech space. Kritika M | Shalini Dewan | Shreya Sharma | Nehal Pandya | Mayank Kumar | Ashish Gupta | Arihant Kothari | Amit Gupta | Anupam Saronwala | Gaurav Mittal | Kaustubh Patekar⚡ | Milind Hanchinmani | Ramkumar Narayanan   #nasscom #nasscomdeeptech #nasscomstartups

Great insights from the round table at NASSCOM Future Forge 2024! We discussed key strategies for fundraising and expanding beyond India into global markets. Some of the main takeaways included: 1. Fundraising Strategies: Understanding investor expectations, the pros and cons of local vs. global investors, and how to effectively deploy funds for international growth. 2. Market Entry: How to select the right international markets, localize products and services, and form strategic partnerships to scale effectively. 3. Regulatory Challenges: Navigating complex global regulations, compliance, and overcoming trade barriers. Exciting conversations around the future of global expansion and growth! #NASSCOMFutureForge2024 #GlobalExpansion #Fundraising #Innovation #TechLeadership #InternationalMarkets Atul Batra Milind Hanchinmani Kaustubh Patekar⚡ Nehal Pandya Arihant Kothari

I know, I know...4th of July is next week, and I'm posting an article about 2025! But if you work in tech, it's never too early to start looking towards the future. According to Seed Group, here are the ten most important technology trends that are set to revolutionize the global economy by 2025. Be prepared! #seedgroup #2025tech #eos #FrontPorchConsulting