
Nicola Marchese, MD
@NMarcheseMD
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Co-founder @ The Scenarionist | Subscribe to my newsletter, read by 2.3K+ Deep Tech founders & investors focused on industrial ventures: https://t.co/4kXN29X0mH
Italy
Joined September 2019
AI agents, multimodal models, and quantum breakthroughs aren’t sci-fi—they’re powering what’s next for #DeepTech, #AI, and #Innovation. The future isn’t buzzwords but compounding breakthroughs. Where are the B2B builders this week? #technology #DeeptechStartups
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The next wave of US #deeptech will define not just markets, but entire industries. From quantum breakthroughs to tech resilience, the future belongs to founders building what no one else dares. If you're watching venture—this is where to look. 🚀 #hardtech #industrialtech
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4. Stay flexible. Pivots can turn roadblocks into wins. Plus, use techno-economic analysis to show your model works.
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3. Map the journey: lab → pilot → production. Investors want to see your roadmap before you build the factory.
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2. Operations > science at scale. Once you’re growing, logistics and execution outweigh lab breakthroughs. Plan for it.
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1. Don’t over-engineer. A rough MVP can validate your market faster than a perfect prototype. Focus on proving demand early.
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Moving from lab to production is brutal. It’s not just about the tech—it’s supply chains, pilots, and a techno-economic model that proves you can deliver.
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Full August analysis in Deep Tech Monthly in #Review 👉
thescenarionist.com
Field Notes from The Scenarionist. A Strategic Recap for Builders and Backers
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2) Autonomy = brains, not bodies. Robot ‘brains’ with cross-form-factor SLAs took center stage. Acquisitions pulled perception into fleets.
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Why it matters → Delivery guarantees (power, latency, uptime) now drive #capital allocation more than model size.
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1) Compute = collateral. Capital follows electrons, availability, latency. #GPUs underwritten like turbines. Sovereigns back siting + firm power.
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Three signals emerged from our August #DeepTech watch. TL;DR 👇
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Don’t Treat Farmers Like Beta Testers—Make Them Co-Innovators 🚜 Our latest #DeepTechCatalyst episode with Ana Ward (Yanmar Ventures) dives into how trust and on-site collaboration turn AgTech pilots into real partnerships. Link in first comment. #AgTech #Startups #DeepTech
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