HOW DOES DEEP TECH SURVIVE HYPE CYCLES?

The panel discusses the current state and future of deep tech, focusing on AI and robotics. Henry Zhang believes the AI super cycle is just beginning, comparing it to the internet era. Amir Hussain argues that many deep tech investors lack the necessary technical expertise, emphasizing the importance of bridging the gap between science and business. Meghal highlights the role of venture capital in supporting visionary founders with talent recruitment and market expertise. David Regger emphasizes the limitations of current robotics due to the lack of physical AI data for training. The conversation shifts to a comparison between the US and China in deep tech, with China leading in areas like energy tech and manufacturing, while the US excels in semiconductors and AI models. David Hsu advises US companies to work with the Chinese supply chain for competitiveness. The discussion ends with excitement about neuromorphic computing and solid-state batteries.