Katelin offers a contrarian Europe view: US VCs are irrationally scared of regulation, and Europe, especially Zurich, Switzerland, is producing some of the best physics and quantum work in the world while remaining dramatically undercapitalized. She would rather back a rational-priced Zurich quant team than another US agent wrapper.
Katelin offers a contrarian Europe view: US VCs are irrationally scared of regulation, and Europe, especially Zurich, Switzerland, is producing some of the best physics and quantum work in the world while remaining dramatically undercapitalized. She would rather back a rational-priced Zurich quant team than another US agent wrapper.
Katelin reverse-engineered an infrastructure-for-the-inevitable investing framework and cites HGEN as an example: on-site hydrogen production for heavy industry that can take out natural gas and sits upstream of industrial re-shoring and energy bottlenecks.