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Deep Tech & Physical AI

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Chips, robotics, quantum, fusion and space hardware: the technologies that move atoms, not just bits.

Latest
Upside 112 – AI Capex Falters, Goes Vertical, and Has A New Moat
17.10.2026
Upside 108 – Unpacking AI Doomerism, Hikes vs CAPEX and Humanoids Land
19.09.2026
Upside 107 -Anthropic’s Economic Forecast and The Doomers Doom
13.09.2026
Upside 97 – Why Micron matters, the UK hunt for capital, and the AI invoice comes due
27.06.2026
Upside 95 – Has AI hit its glass ceiling? Quantum IPOs at 500x revenue, and Siri goes Google
13.06.2026
Upside 93 – AI Infra beyond NVIDIA?! 3 Euro Sovereignty Deals, and the first zero employee AI company…
30.05.2026
Upside 91 – 1 question – 5 European GPs – 5 bets
16.05.2026
#Upside 90 – Anthropic crosses $45bn in ARR, ASML overstates its moat, and Brussels takes on Meta
09.05.2026
#Upside 89 – Musk v. Altman – UK Eats EU AI Act – SMRs Solve UK’s Energy Crisis?
01.05.2026
Can Europe win at AI, Fusion or Quantum?
22.02.2025
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