Hey friends,
Today’s episode is about investing at the intersection of deep tech and consumer and am delighted to be joined by Bilal Zuberi, Partner at Lux Capital. Some of their investments include Happiest Baby, Citizen, Carbon Health, and Duck Duck Go. Bilal also founded GEO2 Technologies and comes from an extensive technical and science background.
We cover:
What is deep tech
Why do investors over-index on business model innovation vs. technological innovation
Examples of product-led competitive advantages
Timeline horizons for deep-tech companies
How he diligences founding teams
Enjoy!
Share this post