Tim Bradshaw
speaker
126 appearances
3 recordings
1 series
first heard Apr 2026
last heard 10 Sep
Tim Bradshaw’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 — 3 in all, peaking in Sep 2026 with 1.
Appearances
And so the risk is multiplied and the capital involved, the capital at risk is multiplied.
It's go big or go home.
Hey, Sonia.
In the years following the 2000 dot-com bust, a lot of venture capital investors went looking for very predictable, safe tech investments, and they found them in software as a service companies.
But that seems to be running out of steam now that we are into the AI boom.
Many investors are worried that AI model companies like Anthropic and OpenAI will end up eating
all of those traditional enterprise software businesses lunch.
And so hardware is very much back in fashion.
And so a lot of the new, more ambitious ideas that are getting funded are in the physical economy, whether that's in energy or space.
And we've seen more than $150 billion invested in these so-called deep tech deals, excluding AI since the start of 2024, which is more than the $130 odd billion in the entire decades to the end of 2019.
I think a lot of them are just in some way inputs or outputs of the AI.
So anything that can radically lower the cost of powering AI chips or put them in novel places out to sea, up in space, inside nuclear power stations are all getting funded.
There is renewed interest from several startups in brain computer interface technology.
One of them is literally called
The merge, which is you merge a brain with an AI.
And then there's also a lot of other ideas that are really enabled by AI technology, nuclear fusion itself.
There are startups that are working on that now that kind of say it's much easier to model these
fiendishly complicated systems because you can do it in software using AI before you actually have to physically make the thing and test it in the real world.
And so AI is both the kind of source of demand for novel ideas for lowering energy costs and also an enabler to take on tougher ideas that previously would have just been much more expensive in upfront capital costs.
So venture capitalists in the tech industry have always been used to making fairly unlikely bets.
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