Life & Frontier
Biotech, neural interfaces, space, AI infrastructure, trust. The edges of the stack where deep-tech reaches into bodies, orbits, and institutions.
Biotech
Synthetic biology, CRISPR, DNA synthesis, single-cell sequencing, spatial transcriptomics, 3D bioprinting, biomaterials. Engineering at the cell scale — increasingly converging with the semiconductor stack.
Neural interfaces
Invasive BCI, non-invasive BCI, bioelectronic medicine, hearables / silent speech, AR/VR. The interface between brains and machines — both ends moving fast in 2026.
Diagnostics & health
Digital pathology, liquid biopsy, point-of-care diagnostics, health/fitness tracking. Measurement-first medicine — the part of healthcare most directly improved by sensing and AI.
Space access
Propulsion (electric, in-space, nuclear thermal), reusable launch, space-grade FPGAs, rad-hard ICs, space hardware substrates. The platforms and the radiation-hardened silicon they need to survive.
In orbit
LEO mega-constellations, direct-to-cell, optical inter-satellite links, earth observation (atmospheric, hyperspectral, optical, SAR). Once you're in orbit, what you do there.
Lunar
Lunar landers, surface power, in-situ resource utilisation (ISRU), teleoperation. The next planetary surface — and the only one where commercial hardware will land this decade.
AI infrastructure
AI-grade datacentre real estate, GW-scale power delivery, datacentre cloud infrastructure, sovereign AI. The physical and political substrate under the AI scaling laws.
Trust
Cybersecurity, federated learning, homomorphic encryption, MPC, zero-knowledge proofs, TEEs, differential privacy, data unions. The cryptographic and architectural layer that makes shared computation possible without shared visibility.