Sasha Vidiborskiy, Atomico: How to Think About Deep Tech Investing

About this episode

Sasha Vidiborskiy discusses deep tech investing and the unique challenges it presents in this episode.

Deep tech is not about complexity. It is about compounding R&D that builds defensibility and demands a different approach to investing. This is the lens Sasha Vidiborskiy , Partner at Atomico , applies to backing frontier technologies. In this episode, Andreas Munk Holm speaks with Sasha, a quantum physicist turned VC investing in complex products and deep tech. They explore what defines deep tech, how to assess founders, and how Atomico underwrites and invests in technically complex companies, from diligence to timelines and risk. Key highlights Why deep tech is driven by compounding R&D, not complexity Why timelines are hard to predict, especially in areas like quantum computing What sets great deep tech founders apart How Atomico evaluates and underwrites deep tech opportunities Why Europe is gaining ground in deep tech Why deep tech requires a different investment approach Timestamps (00:00) Intro & Sasha’s background (03:00) From quantum physics to venture capital (07:30) Quantum computing timelines (12:00) What defines deep tech (18:30) Founder traits (26:00) Evaluating deep tech investments (34:00) Atomico’s investment framework (42:00) Europe’s deep tech…

People in this episode

Host: Andreas Munk Holm

Guest: Sasha Vidiborskiy

Topics covered

• deep tech investing
• venture capital
• founder assessment
• quantum computing
• investment approach
• European tech

Keywords

• deep tech
• R&D
• investment
• founders
• Atomico
• quantum physics
• venture capital
• Europe
• timelines
• risk

Mentioned in this episode

Organizations: Atomico

Products: quantum computing

Places: Europe

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