🤝 Industry Insight

I backed Rocket Lab at <$50 million. Today it joins the NASDAQ-100!

Learn how my first "software beyond the screen" startup investment rocketed upwards to become a $60 billion public company

Jun 22

Before the FDA's First AI Warning Letter, There Was Ketryx

Ubiquity backed this in 2021. The FDA made it obvious in 2026.

Jun 17

What Starlink Is Actually Worth (and Where We Go From Here)

I opened up a private session I ran in April with one of the sharpest analysts in space, and his read on today's IPO surprised me.

Jun 13

What Deep Tech Investors Are Watching in 2026

Six investors on where the real moat is being built in 2026.

Jun 11 • Ubiquity Ventures

How to Build Conviction at the Pre-Seed Stage: Takeaways from my Sierra DPI podcast interview

Conviction isn’t consensus: how the best deep tech bets look weird before they look obvious -- and other lessons from a recent interview

Apr 23 • Ubiquity Ventures

The Keck Telescope: What Happens When Deep Tech Meets the Real World

How a volcano, software, and human grit combine to build a 10-meter eye on the universe

Apr 13 • Ubiquity Ventures

Buy It Now. It Gets Better Next Week.

How we no longer buy objects, but instead buy trajectories, vision, and shared futures

Feb 2 • Ubiquity Ventures

🔥 The Most Dangerous Assumption in Venture: That Big Trends Compound Cleanly

Why massive trends don’t scale the way your spreadsheet says they should.

Jan 12 • Ubiquity Ventures

1 Million People Are Missing From Earth’s Surface. Yes, Really.

Where humanity actually lives when we’re not on the surface of our own planet.

Nov 25, 2025 • Ubiquity Ventures

🕹️ When “Software Beyond the Screen” Kills

How Boeing’s MCAS System Took 346 Lives—and What Every Deeptech Startup Should Learn

Aug 5, 2025 • Ubiquity Ventures

Sci-Fi Just Became Required Reading for Deep Tech VCs

The 1997 sci-fi film "Gattaca" actually came true this week -- tweaking the DNA of IVF embryos to "bring out the best" of the parents. Were you ready?

Jun 10, 2025 • Ubiquity Ventures

Yes, space is still a GREAT investment sector, but tread carefully

Learn what makes space an interesting area for VC investment and how Sunil has shifted this thinking over the last 10 years of space investing.

Feb 18, 2025 • Ubiquity Ventures

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