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Musings


Equipping India for the GPS-denied era – a deep tech playbook
National security often hinges on the unspectacular, as defence strategy experts like to say — systems quietly built for reliability in less-than-ideal conditions. In the coming decade, military and critical civil infrastructure will face a new challenge: dependence on global navigation satellite systems, a convenience rapidly becoming a liability. Recent conflicts and technological disruptions have demonstrated that drone warfare is shifting rapidly towards an era in which

Speciale Invest
1 day ago3 min read


Direct air capture: A carbon removal frontier for climate entrepreneurs
Significant technological and cost challenges remain, but long-term support is also forthcoming from corporate and governments. The market for pulling carbon dioxide directly from the air is seeing important shifts in 2025 – most notably, growing purchases from corporate – via carbon credits, for example, and sustained long-term government support. Startups have made progress on their commercialisation routes. Direct air capture (DAC)—the technology that uses chemical, el

Speciale Invest
Nov 253 min read


Green hydrogen in India: New opportunities for deep tech startups
India's ambitious push into green hydrogen production is creating substantial opportunities for domestic deep-tech startups, with companies like Newtrace demonstrating how innovative engineering can address cost barriers that have limited clean hydrogen adoption. The government's National Green Hydrogen Mission, launched in January 2023 with close to Rs. 20,000 crore in funding, aims to produce five million tonnes annually by 2030. Recent policy developments have accelera

Speciale Invest
Nov 203 min read


De-romanticising the robot: A reality check in the age of billion-dollar humanoid dreams
The robotics industry finds itself at a fascinating crossroads. While Figure AI recently secured more than $1 billion at a staggering $39 billion valuation—a 15x increase from its previous funding round—and other humanoid robotics companies chase similarly astronomical valuations, some industry practitioners advocate for a more grounded approach to automation. Gokul NA and Nikhil Ramaswamy, the founders of CynLr, a Bengaluru-based robotics company that has deliberately chos

Speciale Invest
Nov 124 min read


The rise of India’s chip design startups and ecosystem expansion
India's semiconductor startup landscape is becoming richer, helped by strategic partnerships, more venture funding as well as greater public support for startups in the sector. We are beginning to see milestones reached that mark the early stages of a shift from tech demonstrations to commercial operations.

Speciale Invest
Oct 104 min read


Charting India’s Own Course: Space Startups and the Future of PNT Sovereignty
India stands at a crossroads on its journey towards autonomy in positioning, navigation, and timing (PXNT) systems.

Speciale Invest
Sep 234 min read


Nuclear fusion in India: The next clean energy frontier for startups
Optimism and investment are rising, more breakthroughs are anticipated, and a commercial reactor is expected as early as the next 10-15 years. It’s time for Indian startups, too, to step up.

Speciale Invest
Sep 15 min read


Quantum opportunity: can India’s startups lead the charge?
The venture capital world is placing bigger bets on quantum computing than ever before. In Germany, Q.ANT, a wholly owned subsidiary of the industrial high-tech company TRUMPF, has just closed a €62 million Series A round — Europe's largest funding round for photonic computing. Q.ANT is also leading a consortium that’s secured €50 million in government research grants.

Speciale Invest
Aug 93 min read


Factories in the Void: Industrial Leadership Beyond Earth
Manufacturing in the Final Frontier: An Opportunity for India’s Space Tech Startups The space industry witnessed a pivotal moment last...

Speciale Invest
Jul 163 min read
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