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:
***
(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