O QUE É DEEP TECH? O MERCADO TRILIONÁRIO QUE PODE MUDAR TUDO

Summary

Guy Perelmuter discusses deep tech investing, focusing on 'inevitabilities' such as rising life expectancy and urbanization. He explains how his background in portfolio management and technology led him to venture capital in frontier tech. The conversation covers broad thematic drivers rather than specific public market trades.

• Guy defines deep tech as science-based innovation with strong intellectual property defensibility.
• He describes his journey from a master's in AI to portfolio management and venture capital.
• His investment framework centers on 'inevitabilities'—long-term trends unlikely to reverse.
• Two key inevitabilities highlighted: increasing life expectancy and urbanization.
• Life expectancy drives opportunities in biotech, diagnostics, and age-related disease therapies.
• Urbanization creates needs in agritech, infrastructure, mobility, energy, and security.
• No specific public securities or tickers are discussed.
• The approach targets private venture capital investments in deep tech startups.