Samir Kaji

speaker

769 appearances 5 recordings 1 series first heard Sep 2025 last heard 28 Jul

Samir Kaji’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 4 in all, peaking in Jul 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

And we were just all thinking through, is this like a moment in time?

Is this a good proxy for what's going to happen in the future?

And I think a good place to start because we're going to pull on each one of those threads independently.

But the first thing is deep tech is something that we've all talked about and thought about for a very long time.

And it seems like it's having a bit of a renaissance moment with a lot of capital.

I think I mentioned this, but a third of the capital over the last year has gone into what I would consider deep tech.

Now, for all the people listening, how do you guys even define deep tech today?

Because I think it's expanded in meaning.

I was having a conversation with somebody else actually at the summit a couple weeks ago, and it was somebody at Lux.

And Lux has made its name as one of the top investors at the intersection of, let's call it science and technology, of investing in some great companies, whether it's

the androids of the world, some bio companies, and they've done really well.

And in the past, the difficulty they had with LPs was LPs said, okay, well, deep tech is this thing where you're just investing these science projects that could take five, seven, 10, you mentioned cerebrus just now, before you even know it's working.

And

In many cases, they don't work because of the technical challenges on top of the commercial challenges.

But now it seems like the narrative is starting to shift.

People like Lux, DCVC, folks like Playground Global, and we can name many other firms that have eclipsed that is now getting the tailwinds.

But what is driving these tailwinds?

Sunil, maybe you have a sense of like, why are people now so excited about investing in these companies?

This also then comes back to, is this a transient thing or is this longer term?

Because right now, one of the things that I'm seeing is if you look at space, you look at robotics, you look at AI, especially the frontier labs, I'm not talking about AI apps, which are built on other sort of like large language models.

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