#50 - Maxi, Jordan, Jake - HV Capital, IQ Capital & Voyager Ventures - How to Underwrite Deep Tech Risk

from New Wave. · host Hugo Rauch

This week on New Wave Weekly: 👉 Why chip cooling is becoming a climate story Data centers are hitting thermal limits. Nvidia says liquid cooling is inevitable. Is cooling the hidden bottleneck of the AI revolution? 👉 How to actually diligence deep tech From techno-economic models to hyperscaler roadmaps, Maxi, Jordan, and Jake break down how investors separate real breakthroughs from nice demos. 👉 Europe’s deep tech moment Is Europe better positioned to build the next climate mega-companies than in the software era? *** Wave Makers: Maxi - HV Capital Jordan - IQ Capital Jake - Voyager Ventures Hugo - New Wave *** (00:00) Introduction (01:15) What chip cooling has to do with climate (03:15) Corintis and the future of liquid cooling (10:40) Selling to hyperscalers without dying (16:49) Gen 1 to Gen 3: crossing the valley of commercial death (18:25) How to assess “good deep tech” (27:03) Why deep tech valuations are high (32:29) Europe vs. the US: who wins the deep tech race? (37:03) Advice for generalist VCs entering deep tech This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newwavenewsletter.substack.com

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#50 - Maxi, Jordan, Jake - HV Capital, IQ Capital & Voyager Ventures - How to Underwrite Deep Tech Risk

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