Perspectives from Our Team
Deep tech investing, AI infrastructure, and founder insights from the Neuron Factory investment team.
State of Deep Tech AI 2025
Our annual review of the deep tech AI landscape, covering key investment themes and emerging opportunities across infrastructure, foundation models, and applied AI.
AI-Native Software: Rebuilding the Stack
The shift from AI-augmented to AI-native software is reshaping every layer of the enterprise stack. We examine what this means for founders and investors.
The Future of AI Infrastructure
Compute, networking, and storage are being fundamentally redesigned for AI workloads. We explore the investment opportunity across the infrastructure layer.
ScaleUp Playbook: From Series A to IPO
What separates companies that scale successfully from those that plateau? Our framework for evaluating growth-stage readiness and operational maturity.
A Letter to Deep Tech Founders
Building in deep tech requires a different mindset. We share what we've learned from backing founders at the frontier of physics, biology, and computation.
Portfolio Spotlight: DeepSense AI
DeepSense AI is redefining industrial inspection with neuromorphic sensing. We share why we backed them and what's happened since.
Neuron Factory Investment Thesis
Our full investment thesis: why we focus on deep tech AI, what we look for in founders, and how we think about value creation at the seed stage.
Portfolio Spotlight: SynapticAI
SynapticAI is building the next generation of neuromorphic processors. A deep dive into the company, the market, and our investment decision.
The Future of Neuromorphic Computing
Neuromorphic chips are moving from research labs to production. We analyze the competitive landscape and investment opportunity ahead.
Why We Invested in QuantumMesh
QuantumMesh is building quantum-safe networking infrastructure for the enterprise. Our investment memo and thesis explained.
Why We Invest in Neuromorphic Computing
A first-principles explanation of why neuromorphic computing represents one of the most compelling deep tech investment opportunities of the decade.
SynapticAI Seed Round Announcement
Neuron Factory leads a \.5M seed round in SynapticAI, pioneering non-von Neumann architectures for AI inference at the edge.
Physical AI: Why Intelligent Radar Is the Next Great Infrastructure Bet
Intelligent radar systems are becoming the sensing backbone of autonomous systems. We explain why this is one of our highest-conviction investment themes.
Edge Vision AI: The Seed Opportunity
Computer vision at the edge is moving from niche to ubiquitous. We map the seed-stage opportunity across verticals and geographies.
Federated AI in Life Sciences
Federated learning is unlocking AI in healthcare by enabling model training without sharing sensitive patient data. We examine the investment landscape.