Sunil Nagaraj
speaker
137 appearances
1 recordings
1 series
first heard Jun 2026
last heard 4 Jun
Sunil Nagaraj’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
So that's a good one.
I think the less pure reasons, I think, which are still...
may be happening, they still may benefit the sector, is it does feel like there's a lot of excess investor interest in deep tech funds from folks who've watched on the sidelines as SpaceX has gone from being a small company to a very valuable company, as Andral has gone from being a very small company to a very valuable company very quickly.
These were companies that weren't on the SaaS mainstream investors radar and the SaaS LPs radar.
And so I think there's folks thinking, huh, I wonder if something is going on there, I should start looking into it.
And I have
Many of the LPs in Ubiquity, three funds now, I would say are deep tech curious.
They want to invest.
They want to have exposure off the beaten path, but not off the deep end.
And that's the kind of thing that I try to focus on.
So there's sort of the nerd technologies becoming a little more mature.
There's kind of latent overflowing SpaceX and other interests.
And then there's the current kind of administration push, golden dome, new government push, new defense tech push, new prime push.
That's also pushing a lot of dollars into the sector as well.
And again, there's lots of different definitions, but that would fall into the American resilience, America first, deglobalization.
There's another theme, but these all start to swirl around this notion of
A little bit more physicality, a little bit less dating sites.
And I had a dating site when it was about to Silicon Valley.
So I make fun of that with pride, but I'm actually more into deeper tech stuff, I think.
And I would die to hear kind of what you all think is the real driver or the most prominent driver out of those three.
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