Insights & Research

Perspectives from Our Team

Deep tech investing, AI infrastructure, and founder insights from the Neuron Factory investment team.

State of Deep Tech AI 2025
Report Nov 20, 2025

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
AI Trends Nov 15, 2025

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
AI Infrastructure Oct 28, 2025

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
Growth Strategy Oct 5, 2025

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
Founder Advice Sep 12, 2025

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
Portfolio Sep 5, 2025

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
Investment Thesis Aug 20, 2025

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
Portfolio Spotlight Jul 30, 2025

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
Analysis Jul 18, 2025

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
Thesis Jun 24, 2025

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
Deep Tech Jun 18, 2025

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
Investment May 12, 2025

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
Physical AI Mar 11, 2025

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
Edge AI Mar 11, 2025

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 AI Mar 11, 2025

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.