Deep Tech Gold Rush: Smart Boom or Future Bust?

Deep Tech Gold Rush: Smart Boom or Future Bust?

From Venture Unlocked: The playbook for venture capital managers by Samir Kaji

June 4, 2026 · 54 min

About this episode

The episode discusses the current state of deep tech and its impact on the venture capital landscape with insights from three deep tech investors.

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. Welcome back to another episode of Venture Unlocked, the podcast that takes you behind the scenes of the business of venture capital. In this episode, I’m joined by three deep tech investors and friends of the show, Nate Williams, Sunil Nagaraj, and Guy Perelmuter, for a roundtable on the state of deep tech and the changing venture landscape. We dig into what deep tech really means today, why it’s suddenly attracting so much capital, and how economics, government tailwinds, and AI as a “killer app” have pulled these once niche technologies into the mainstream. We also explore the growing concentration of capital in a handful of hyperscale winners, the tension between consensus vs. non-consensus investing, and what all of this means for emerging managers, LPs, and founders operating at the zero-to-one stage. Thanks for listening to another episode of Venture Unlocked. I hope you enjoyed this conversation with Nate, Sunil, and Guy. If you’d like to get Venture Unlocked content straight to your inbox, go to ventureunlocked.substack.com and sign up, or head over to…

People in this episode

Host: Samir Kaji

Guests: Nate Williams, Sunil Nagaraj, Guy Perelmuter

Topics covered

  • deep tech
  • venture capital
  • investment trends
  • AI
  • emerging managers
  • LPs
  • founders

Keywords

  • deep tech
  • venture capital
  • investment
  • AI
  • emerging managers
  • LPs
  • founders

Mentioned in this episode

Organizations: UNION, Kleiner Perkins

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