Guy Perelmuter

speaker

104 appearances 1 recordings 1 series first heard Jun 2026 last heard 4 Jun

Guy Perelmuter’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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Venture Unlocked: The playbook for venture capital managers · Deep Tech Gold Rush: Smart Boom or Future Bust? · 4 Jun 2026 podcast

Processing power, memory, database, software programming, everything that goes into building sensors, everything that goes into the building blocks of pretty much any deep tech company.

that do involve hardware and software and sensors and physical, the physical world has become cheaper.

So as this happened, it became easier to go from only universities or government labs developing cutting edge technology into the private sector.

And what we needed in deep tech was a killer app, right?

During COVID, we thought, all of us thought that the killer app was biotech, right?

There was this 12 to 18 month period where everybody wanted to pile onto biocompanies and that fizzled, but

It's obvious right now that a killer app is AI, right?

So the world through AI said, okay, this is the moment where all those vectors converge.

And in my view, the basis of this tailwind that I think is going to last for a long time because there will be multiple derivatives of AI is purely economical.

I'll take a stab at it.

I think that we are living a very similar moment in time to what happened in the late 19th century when the world was starting to electrify itself and people were laying down all infrastructure to make sure that the world could become electric as opposed to whatever we had before that, right?

Before electricity.

We're not that old.

So when it comes to that phase, I think all this hyperscaling data centers, all this massive multi-billion, almost trillion dollar type of investments we're seeing, I think it's just the foundation of this new era.

And my take is that the interesting part of this story will start as we try to imagine what are the consequences of us having a newly electrified world where instead of electricity abundant and available and pretty much expanding its little paws into everything, it's AI.

And I think we're going to see an explosion of applications in manufacturing, in health, in telecommunications, in infrastructure, in transportation.

So this for me is chapter one, where we're just laying the foundations.

That's why I do believe that we're talking about a handful of companies.

Because there are no large infrastructures in any sectors where we have multiple players.

It's usually a very concentrated, high-capacity, very concentrated kind of platform.

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