Backing entrepreneurs using Deep Tech to solve trillion-dollar problems

San Francisco
DCVC retweeted
Compute is exploding. Energy is strategic. Quantum is coming—but not the way most people expect. Had a fun, wide-ranging conversation with @suffiyanmalikk on @WeThe_Builders about where deep tech goes next. Also got into Super Founders data and club, first-mover advantage, competition, and what tens of thousands of data points say about winning.
My first conversation with @alitamaseb, General Partner at @DCVC and author of Super Founders is now available wherever you get your podcasts. Ali spent years studying billion dollar startups to understand what separates their founders from the rest. We discuss the myths around age, education, cofounders, and industry experience and what the data reveals about building exceptional companies. What we cover: - The young founder myth: why age alone doesn’t predict success, and what Ali’s research reveals about billion-dollar founders. - Why repeat founders have an advantage and the early signs of ambition, resourcefulness, and a drive to build. - Inside the Super Founders Club: a network of 750 founders who become each other’s customers, cofounders, and investors. - How successful startups enter crowded markets, differentiate their products, and start with a small niche before expanding. - The myths around cofounders, technical backgrounds, and industry experience and why trust, customer understanding, and knowing when to pivot matter. TIMESTAMPS 00:00 Highlights 00:40 Introducing Ali Tamaseb 01:34 The young founder myth 06:57 Why your investors matter 10:34 Peter Thiel, competition, and crowded markets 13:36 Start small, think big 15:16 What creates a startup moat? 18:58 Customer relationships as an advantage 22:14 What makes a “Super Founder”? 24:20 Why startup success isn’t random 27:59 Venture capital is a network business 33:07 Inside the Super Founders Club 37:29 Building a community of exceptional founders 45:57 How VCs compete for the best founders 49:54 Do degrees and university brands matter? 57:19 Do you really need a cofounder? 1:00:00 Super founders in AI, defense, and deep tech 1:03:02 Great founders versus great markets 1:06:46 Finding your wedge in a massive market 1:09:25 Technical versus nontechnical founders 1:12:00 Does industry experience matter? 1:16:56 Customer discovery and knowing when to pivot 1:18:28 The risks of backing repeat founders 1:23:38 Researching and writing Super Founders 1:27:21 Selling a book through networks 1:31:35 What bestseller lists get wrong 1:34:49 Will AI change the founder playbook? 1:36:13 Why quantum is a defense bet 1:37:50 Book recommendation and Persian food
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Nuclear microreactors are ready to bring firm power to locations the grid cannot. In the 2026 Deep Tech Opportunities report, @DCVC General Partner Dr. @RachelSlaybaugh breaks down how and why now: dcvc.com/reports/deep-tech-o… #DCVCDeepTech
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Jon Gruen + @FortemTech = Deep Tech at its best. We backed Fortem at its beginning 10 years ago, because we knew then that the need to counter hostile drones would only become more acute. What we're seeing now is that Fortem is advancing up and to the right along with the threat it neutralizes. Check out Jon and Fortem on @BloombergTV--he and his team offer protection literally everyone now needs. 🛡️ 👇 youtube.com/watch?si=J1XgLsq…
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DCVC retweeted
This 👇
me to our GTM guy: do enterprises want benchmarks him: no, the fast ones have already benchmarked their internal use cases. the slow ones are copying the fast ones. he's onboarded a quarter of the fortune 500 already 🥵
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With few exceptions, the massive factory floor is no longer a path to cost-competitive production. @DCVC GP @milo_werner explains how & why industrial production will become more modular, more programmable, and cheaper in the 2026 Deep Tech Opportunities report: dcvc.com/reports/deep-tech-o… #DCVCDeepTech
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🔌 @fervoenergy's Cape Station reaches commercial operation AHEAD of schedule! The team executed on the first greenfield EGS project in the world to hit commercial operation--ahead of schedule. As usual, I am so so proud of them #geothermal #Innovation #energy #technology
Cape Station has reached commercial operations ahead of schedule, a first for greenfield enhanced geothermal. 24/7, carbon-free, firm power: lnkd.in/g_ED68aY
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Love this! @kaggle & @antgoldbloom was an awesome early @DCVC investment (2011!), and I just saw that Diogo @completeskeptic (@typesafeai CEO; DCVC investment circa 2025) won a Kaggle competition back in the day! #thosewerethedays
I was listening to @CompleteSkeptic on an @a16z podcast talking about the role winning a @kaggle competition played in his journey into AI: youtu.be/Ut3LOjKNJaE?t=652 One of the things I’m proudest of from building Kaggle is seeing how many people from the community have gone on to shape the current AI wave. @gdb practiced his newly learned deep-learning skills on Kaggle before co-founding OpenAI. blog.gregbrockman.com/my-pat… @NotTomBrown used Kaggle projects while teaching himself machine learning. He later became first author of the GPT-3 paper and co-founded Anthropic. youtube.com/watch?v=JdT78t1O… @fchollet introduced Keras to Kaggle competitors early on, then hosted the first ARC-AGI competition on Kaggle. ARC-AGI tests whether AI can learn new rules and solve unfamiliar problems from just a few examples. It has become an influential benchmark for frontier AI reasoning. arcprize.org/history And I’m especially proud to see @cclark, who led product and engineering at Kaggle, go on to co-found OpenRouter. Who else should be on this list?
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(1/2) Climate Week NYC is off to the races! A few @DCVC highlights below. Follow along for more! #ClimateWeekNYC
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(2/2) A few highlights of our week: 📍 Yesterday: terrific @activatefellows Hard Tech Showcase + NYC Climate Week Party with @VoyagerVC 📍 Tonight: annual @DCVC Climate Week Salon 📍 Tomorrow: Innovation Banking Debrief with @HSBCInnovation, @PreludeVC, + Sabanci Climate Ventures
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💧 Disposing of Permian Basin wastewater is becoming too expensive and environmentally hazardous. Deep tech is turning that liability into a resource. Read the investment case in our Deep Tech Opportunities report: dcvc.com/uploads/Reports/DTO… #DCVCDeepTech
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DCVC retweeted
Generational world changing company in the making, lots already done, lots more to do. LFG @ADoricko
Rainmaker has raised $100M to become the world’s best lab for weather modification and atmospheric science. Thank you @noavctech @upfrontvc @DCVC @lowercarbon @DreamVenturesVC and other visionary partners. We are aggressively hiring and scaling our research org to create a flywheel of atmospheric data collection, synthesis, understanding, and intervention. We will solve the weather and we will set the stage for the terraformation of Earth. More in my essay below.
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We're at #ClimateWeekNYC talking deep tech, energy and climate investing, and what comes next. Stay tuned for where to find us.
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RT @mattocko: Very glad that @DCVC Operating Partner Stephen Rodriguez will be chairing the magnificent, newly formed Defense Advisory Boar…
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AI could break the grid. But there’s another way—we don't have to choose between technological progress and energy security; we just have to build differently. See how deep tech founders are generating clean, baseload power in the Deep Tech Opportunities report: dcvc.com/reports/deep-tech-o… #DCVCDeepTech
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RT @mattocko: And that, folks, is why we led @typesafeai's Series Seed 🔥🔥🔥
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For years, Digit had a bird-like stance, tuned for efficient, dynamic motion. Digit 5 is being engineered with a redesigned leg for the other half of real work: squatting low and lifting heavy, the way a person does when the load's on the floor. Thanks to @bheater and @a3automate for the coverage. automate.org/robotics/indust…
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RT @mattocko: .@DCVC is fortunate to be an early, serial, material backer of Impulse Space—a company that exemplifies the opportunity to de…
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Incredibly excited for @TypeSafeAI's launch--a foundation model optimized for automation. Huge congrats for all their hard work to Diogo (@completeskeptic) and the whole team!
After co-inventing ChatGPT, I kept asking myself: why have superhuman chat models not led to AGI? I’ve spent the last 2 years in stealth building a new way to train models (RLCD), and a new type of frontier AI model that we are releasing today: Jev • 20-200x faster • 40-400x cheaper (w/ output tokens free) • Frontier composable intelligence optimized for decisions AFAICT the shortest path to AI-based economic revolution
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