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DeepTech
Trends2019
sosv.com/deeptechtrends
DeepTech
Trends2019
Introduction
A growing number of researchers, scientists and engineers

are starting companies. Many of them engage in ‘Deep Tech’,
the combination of software and science.
They solve problems of high complexity and high value
in sectors such as agriculture, energy, industry and health,
covering many of the UN Sustainable Development Goals.
At SOSV, our mission is to help solve the world’s most
pressing problems -- funding and mentoring startups that
bring positive change at a grand scale, tackling human and
planetary health, and improving the quality of life for all.
This document shows that solutions are on their way!
DeepTech
Trends2019
Our VC fund specializes in prototype-stage deep tech
startups. We sometimes see emerging trends before others.
This document is based on publicly available sources
and on our own insights. We own equity positions
in many of the companies referenced (see next page).
This document does not constitute an offer to sell securities
or a solicitation for investment, which can only be made
by the delivery of specific documents to accredited investors.
Furthermore, this document does not constitute investment
advice, an offer to provide such advice, or a basis for making
any investment decision.  
Disclaimer
SOSV invests in about
150 startups / year
This document is for
information only
This document is made available,
and may be updated, at www.sosv.com
DeepTech
Trends2019
DeepTech
Trends2019
SOSV
Startups
Quoted
OVERVIEW CONSUMER HEALTH B2B BIOTECH BIOTECH
Avidbots Bowl BBB AiSight AlgiKnit New Culture
BitMex Kegg Biopsin Apix Because Animals New Wave Foods
FormLabs Lilu Bisu Avidbot BeeFlow NotCo
Geltor Looking Glass Bitome Clean Robotics BiomeSense OpenTrons
GetAround Makeblock Bravrr Craft Robotics Cambridge Crops Perfect Day
Jump Bikes Minut Caura EIO Diagnostics Catalog Prellis Biologics
Makeblock Nura Criam Elephant Robotics Chronomics Serenity Bioworks
Memphis Meats Oasis Elapta Forward Robotics Clara Foods sRNAlytics
Nura PetCube Feel Japet Convalesce Stamm
Perfect Day Presso Flow Neuroscience Mechasys Diadem Biotherapeutics Sun Genomics
Simbe Robotics PushMe FoodMarble Nordetect Digi.Bio SyntheX
RayBaby Kokoon Novo Nutrients DNA Lite Tinctorium
Sprite Robotics Labrador Systems Nuada Electro-Active Wasteless
Youibot Lief Therapeutics Plecobot Endless West
Mindset Rebartek Finless Foods
Moona ShapeMeasure Gavilan Biodesign
Nerv Smart Shepherd Geltor
Pinpoint SmarTex Jungla
Sana Health Somatic Lingrove
Zennea TensorField Livin Farms
Unspun Lupa Bio
Viabot Memphis Meats
VoltStorage MycoWorks
Wastack New Age Meats
Youibot
About SOSV
Deep Tech & Hand-on
Global early stage
Deep Tech fund
Programs with Labs & Experts
for Hardware, Biotech, Food…
$650M AUM (new $250M fund)
>800 startups +150/year
DeepTech
Trends2019
Ireland
Back office
London
Biotech
Paris
Liaison
Taipei
Mobile
Shanghai
Cross-border web
Shenzhen
Hardware
SF
Hardware
Biotech
NYC
Food
Blockchain
Tokyo
Hardware
Global Presence
FormLabs (3d printing)
GetAround (car sharing)
BitMex (crypto exchange)
Jump Bikes / Uber (e-bikes)
Geltor
Synthetic human collagen
Raised $23m
SOSV Top Startups
DeepTech
Trends2019
Perfect Day
CellAg Dairy
Raised $61.5m
Memphis Meats
CallAg Beef & Chicken
Raised $20.1m
Avidbots
Floor cleaning robot
Raised $26.6m
Simbe Robotics
Retail inventory robot
Raised $26m
Nura
Personalized audio
Raised $21.9m
www.sosv.com/portfolio
Makeblock
STEM robots
Raised $80m
Portfolio Sample
Defining Deep Tech
Science & Engineering
“Anything that’s not an app?”
A.I. is everywhere
Bits & Atoms
Electronics or molecules
Deep Tech by any other name
Hard Tech, Extreme Tech, Frontier
Tech, Future Tech…
We picked one!
DeepTech
Trends2019
Editing this report
‘Deep Tech' is a broad category
impossible to cover entirely
Comments are welcome!
Some 'formerly deep tech'
consumer categories are
included.
We focused particularly
on categories we invest in
(hardware & biotech).
DeepTech
Trends2019
CONTENT
DeepTech
Trends2019
1. Overview
2. Hard Tech: Consumer
3. Hard Tech: Health
4. Hard Tech: B2B
5. Frontier Tech
6. Biotech
01/ Overview
Some first gen pioneers
got the arrows.
Deep Tech unicorns multiply
More funding for deep tech,
VC, CVC and … SoftBank
Second gen more B2B and
B2B2C.
DeepTech
Trends2019
$0B
$35B
$70B
$105B
$140B
2015 2016 2017 2018 2019H1
16
242118
26
33
140
86
6161 64
131
78
60
84
USA
China
Europe
VCwinterinChina
afterrecordyears.
Springsoon?
Source: Dow Jones Venture Source
Chinese Government bodies
scaled back LP commitments
to local VCs, but trade war
with US and the new CFIUS*
rules are likely to boost
domestic investment again.
*Committee on Foreign
Investment in the US.
DeepTech
Trends2019
Unit: billion USD
EUROPE
Oxford Sciences Innovation (UK) £300m
High-Tech Gründerfonds (Ger/EU) €316.5m
IQ Capital (UK) $300m
Ahren Innovation Capital (UK) $250m
btov (EU) €100m
USA NordicNinja (Nordics & Baltics) €100m
Lux Capital $1.1b Karma Ventures (EU) €70m
Data Collective $725m Elaia (EU) €65m
Eclipse Ventures $500m Adara Ventures (EU) €65m
OS Fund $250m Future Positive Capital (EU) €51m
The Engine $205m Voima Ventures (Nordics & Baltics) €50m
Future Ventures $200m Vito Ventures (EU) €30m
Anzu Partners $150m Apex Ventures (EU) €10m
Bolt $80m
Root Ventures $76.7269m OTHER
Runa Capital $70m Main Sequence Ventures (Australia) $240m
Abies Ventures (Japan) $100m
GLOBAL Beyond Next Ventures (Japan) $50m
SOSV $250m Real Tech Fund (Japan) $18m
Entrepreneurs First $115m Pi Ventures (India) $31m
Hardware Club $50m
Deep Tech VCs
>$5b to invest
Some specialist funds for IoT, medtech, QC, etc.
Many generalists invest in deep tech.
Chinese funds are mostly generalists.
DeepTech
Trends2019
New Models
Supporting
Science Startups
i-Corps (~100 locations in US)
7-weeks coaching program
Created by Steve Blank
Focus on customer development
Entrepreneur First (7 countries)
‘Talent investor’
14 weeks program
Team formation + idea validation
Deeptech Founders (France)
6 months part-time program
Focus on customer development
SOSV (global)
‘Hands-on VC’ with experts & labs
3+ months programs
Product & business development
Non-investing Investing
DeepTech
Trends2019
Helping to
Transition from research
Validate a customer need
Identify the Minimum Fundable Milestones
Lytro
$216M
Jibo
$72.7M
Anki
$182M
Meta
$73M
Laundroid
$95M
$2.7b of
Failures
Rethink Robotics
$150M
Airware
$118M
Theranos
$1.4B
Daqri
$275M
uBiome
$109.9m
1 in 5 Unicorns is in Deep Tech
DeepTech
Trends2019
LIFE SCIENCES
Henlius
Novogene
Sinocelltech
WuXi NextCODE
CureVac
IronSource
Nanopore
Roivant
10X Genomics
23andMe
Ginkgo BioWorks
Grail
Human Longevity
Indigo Ag
NantOmics
Samumed
Tempus
Envision
Prologium
Northvolt
Ovo Energy
ReNew Power
ChargePoint
Microvast
Rubicon
Sila Nanotech
View
NEW ENERGY
Aiways
BAIC*
Bordrin
Byton
Chehejia
Enovate
Hozon
Leapmotor
Nio*
Singulato
Skywell
WeltMeister
Yinglong
Youxia
Xpeng Motors
Aurora
Cruise**
Faraday Future
Nikola Motor
Otto**
Rivian
TuSimple
Zoox
AV/EV
Hellobike
Mobike**
Bolt
Ola Electric
Bird Rides
Lime
Uber ATG
MOBILITY
Ankon
iCarbonX
United Imaging
Alphaeon
Auris**
Butterfly Network
HeartFlow
Proteus Health
SmileDirectClub
Beyond Meat*
Impossible Foods
HEALTH TECH
NEW FOOD
DJI
Geek+
Ninebot
Ubtech
Nuro
Zipline
Zume
Carbon
Desktop Metal
Formlabs
Magic Leap
MindMaze
ROBOTICS
3D PRINTING
AR/VR
SPACE TECH
OneWeb
Rocket Lab
SpaceX
US
China
RoW 13
33
47
Cambricon
Horizon Robotics
Graphcore
OrCam
Bitmain
Canaan
Ebang
BitFury
IC & SEMI
CRYPTO MINING
IOT
Nest**
Infinidat
* IPO

** M&A
100 Unicorns Soon
Sources: Crunchbase,
Hurun Report, SOSV Analysis
Notes: most are B2B
* includes co-investors
SoftBank
Vision Fund
DeepTech
Trends2019
Company Type Sector Funding*
GM Cruise B2B AV tech $2.25B
View B2B Smart glass $1.8B
Nuro HAAS Delivery AV $1B
Zume HAAS Pizza robot $423M
Plenty B2B AgTech $226M
Light Consumer Cameras $186M
Nauto B2B Driving Coach $174M
Brain Corp B2B AV Tech $125M
TOTAL $6.1B*
0
5
10
15
20
25
4 5 6 7 8 9 10 11 12 13
0.5
0.45 0.305
0.03
3.4
8.1
8.9
1.46
1
0.69
1
2
Notable Exits
DeepTech
Trends2019
Time to Exit (in years)
Peloton
SmileDirectClub
Auris Health
Leap Motion
Blue River6 River Systems
CTRL-Labs
ExitMultiple
Beyond Meat
Value in $b
BridgeBio
Huami
PillPack
IPO M&A
Ring
02/ Consumer Tech Trends
The next wave is headed
in every direction
Voice controls
the smart home
From hard tech to commodities?
(trackers, 3d printing, AR/VR)
B2B2C grows
DeepTech
Trends2019
2012 2013 2014 2015 2016 2017 2018 2019
Investments
$1.2B
$1.65B
$2.84B
$2.04B
$1.65B
$1.09B
$0.82B
$0.68B
$2.1B*
*Full-year
projection
Only rounds < $500M.
The largest 2019 round
included is $420M for Juul.
Consumer
hardware
still active
Source: data via Crunchbase
132*
Deals
40
75
131
142 140 135
128
74
DeepTech
Trends2019
Trackers
DeepTech
Trends2019
10 years later:
Commoditization
Activity, Heart rate,
Alexa, Spotify, …
Fitbit
(US)
Val: $1b
Huami
(China)
Val: $650m
Apple Fitbit Huami
Home
Fitness
Killing gyms?
DeepTech
Trends2019
Tonal
Connected fitness
Raised $90m
Peloton
Connected exercise bikes
Raised $994.7m (market cap: $6.25b)
Hydrow
Connected rowing
Raised $32m
Mirror
Home fitness
Raised $40.8m
3D Printing
The hype is long gone
Stratasys
Val: $1.24b
Consumer 3D pPrinters
From $500 to $5,000 DeepTech
Trends2019
3D Printing
B2B2C is real
SmileDirectClub
Tele-dentistry
Val: $7b
DeepTech
Trends2019
Chanel
Mascara
Smart Speakers
200m+ units
A.I.-enabled IoT boom
Amazon
60%
Google
25%
Apple
5%
DeepTech
Trends2019
Other
10%
Plug Light Nest
Ring Sonos Roomba
Bose Garmin Lexus
14%
17%
11%
16%
25%
17%
In China Too
Already in 35m Households
Unit sales 2x US in Q2 2019
Another A.I.-Divide?
Baidu
39.5%
Alibaba
36%
Xiaomi
24.5%
Unit Sales in Q2 2019
China: 12.6 mln
US: 6.1 mln
China Smart Speakers
Market Share Q2 2019
Source: Canalys, Aug 2018
DeepTech
Trends2019
Smart Speakers
Global Market Share
Q2 2019
Xiaomization
Amazonization
Commoditization
at breakneck speed
DeepTech
Trends2019
Amazon: Oven, Buds, Frames, Loop,
Glow, Flex, Sidewalk, Samuel L. Jackson
Bells
Locks
& Alarms
Home
Security
2.0
Minut
Sound-based
Camera-free security
Raised $10.7m
Level Home
Smart home access
Raised $71m from
Ring
Outdoor home security
Raised $209m
Acquired by Amazon for $1b
iRobot
(USA)
>25mln units
Val: $1.85b
P/E ratio: 22
Ecovacs
(China)
>15mln units
Val: $2b
P/E ratio: 28
Consumer
Robotics
Crawlers 1
Androids 0
DeepTech
Trends2019
Consumer
Drones
DJI Dominates
The Market
DeepTech
Trends2019
DJI
Consumer & B2B drones
Raised $105m
Skydio
Self-flying drone
Raised $70m
DJI is estimaated to control
over 70% of the market.
Several competitors like
3DR and Parrot exited
the consumer segment.
Jibo
$72.7m
Anki
$182m
Makeblock (China)
STEM robots
Raised $80m
Other Consumer Robots
Voice assistants roadkill companion robots
STEM still growing
DeepTech
Trends2019
UBTech (China)
STEM & toy robots
Raised $940m
China's A.I. Push
China is the world's largest experiment in A.I. education
China’s new ‘A-B-C-D'
Artificial intelligence
Blockchain
Cloud computing
Data technology
DeepTech
Trends2019
A smart headband to track focus
in a school near Shanghai
Source: WSJ, Aug 2019
VR (Consumer)
Sandbox VR (HK)
VR arcade
Raised $71m
Sony, HTC, Oculus…
6M devices in 2019?
Hits: Netflix? Chat? Adult?
Black Box VR
VR gym
Raised $2.5m
DeepTech
Trends2019
Still slow despite 2nd generation devices
Some B2B2C VR for arcades, gym
Varjo (High-res VR)
Raised $45.9m
VR (B2B)
Virtual Reality Therapy
Physio, phobias, pain
+ Outpatient tracking
Real Estate Tours
Matterport (cam + soft)
Raised $114M
DeepTech
Trends2019
Training
Maintenance,
surgery,
language,
active shooter
simulations
Training, Touring, Therapy
Applications make sense & multiply
AR: B2C new gen >$500
B2B spreads slowly
Magic Leap ($2,295)
Raised $2.6b
Hololens ($3,500)
Glass Enterprise Edition 2
Training, industry, health
$999+
Focals by North
Raised $199.6M
$600+
DeepTech
Trends2019
Holograms
OOH ads & desktop solutions
Not Star Wars quite yet
Looking Glass
Raised $13.8m
(On market, $600+)
Light Field Lab
Raised $35m
(Prototype)
HYPERVSN
by Kino-Mo
(On market)
DeepTech
Trends2019
Haptics
Applications in automotive, industry,
medecine, and more?
Pixie Dust (Japan)
Various haptics & hologram tech
Raised $51.8m
Ultrahaptics (ultrasound tech)
Raised $85.9M, acquired Leap Motion
Among others:
Femtosecond laser
forms plasma in mid-air
for tangible feedback
DeepTech
Trends2019
DeepTech
Trends2019
Lilu
Pumping bra
Elvie
Breast pump
Raised $53.8m
Kegg
Kegel fertility sensor
FemTech
Towards more science
DeepTech
Trends2019
RayBaby
Radar breathing monitor
Raised $1.4m
Snoo
Smart sleeper
Raised $33m
Cocoon Cam
A.I. breathing monitor
Raised $4m
BabyTech
Towards more science
Peloton
$58/month, 0% APR
Snoo
Buy or rent
Grover
Monthly rentals
for electronics
Raised €60M
DeepTech
Trends2019
Rent vs. Buy
Keeps up-to-date & updated
Nura
Personalized sound
with OTA updates
Raised $21.9m
Pet Tech
2.0
PetCube
Treats robots
Raised $14m
Fi — Smart dog collars
Raised $10m
Sprite Robotics
A.I. cat toy
Raised $2.3m
DeepTech
Trends2019
PetSafe
Self-cleaning litter
Sensors
Vision
A.I.
Zume
Robotic pizzerias on wheels
Raised $423m
Spyce
Robot cooks & restaurants
Raised $25.9m
Cafe X
Robotic coffee vending machine
Raised $14.5m
DeepTech
Trends2019
Robots for Food
Automation
Customization
Customer Experience
Vending
Robots
SOSV Investments
Oasis
BowlPresso
Paper
recycling
stations
Dry cleaning
in a box
Fresh salads
DeepTech
Trends2019
Unmanned
Retail
China leads with
micro-retail
CVS, gyms, karaoke,
nail salons & more
BingoBox
Automated CVS
Raised $94.7m
DeepTech
Trends2019
SuperMonkey
Gyms in containers
$53m series D
M-Bar
Karaoke cabins
Competitors abound
O’2Nails
Nail art printers
16y of nail tech
Mobility
AV, EV, Sharing
DeepTech
Trends2019
$7.4B
$9B
$12.4B
$13.5B
$14.3B
$19B
$20.8B
$29.9B
$38.1B
$56.2BE-hailing
Semiconductors
AV sensors and
ADAS components
Connectivity/
infotainment
Electric vehicles
and charging
Batteries
Telematics and
intelligent traffic
Back end/
cybersecurity
HDMI and voice
recognition
AV software and
mapping
Investment since 2010
Source:
McKinsey Analysis,
CapitalIQ, Pitchbook
Need for new
Technologies,
Infrastructures,
Operations
Policies
DeepTech
Trends2019
0
00
00
00
00
China USA Norway Germany France
31,00035,00046,000
209,000
769,000
Source: CarSalesBase, 2018
Electric Vehicles boom in China
Top EV Brands in 2018
EV sales in 2018
DeepTech
Trends2019
486 EV
makers
in China
9 unicorns
$18B invested
since 2011
0
00
00
00
00
Tesla BAIC BYD Zotye
64,000
105,000
150,000165,000
245,000
Renault

Nissan
Youibot
Vehicle inspection robots
New infrastructure
needed to extend
uptime and compete
DeepTech
Trends2019
PushMe
Battery tech & network
Raised $1.3m
Gogoro
e-Scooters & charging stations
Raised $480m
Charge Point
#1 EV charging network
Raised $532.2m
Charging, maintenance,
and more
03/ Health Tech Trends
Regulation Include
Remote Monitoring
Reimbursement
Digital Diagnostic
devices multiply
Digital
Therapeutics
DeepTech
Trends2019
Behavior changes
remain challenging
154
283
473
645
606
570
688
860
769
137
$1.2B
$2.0B
$2.3B
$2.8B
$7.1B
$6.2B
$8.3B
$11.7B
$2.9B
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
Deal
count
Q1
VC
Funding
$14.68
Source : Startup Health
Record year
for health tech
funding
$14.6B in 2018
incl. $4.1B for devices (+40%)
Surge in surgical robotics.
Biotech IPOs grew too.
Source: Silicon Valley Bank data
Successful
companies
improve the
following areas
Access
Cost
Outcomes
Now must-have for successful
fundraising and go-to-market.
Bisu
Urine test
For health & fitness
Bitome
Nuclear spectroscopy
for molecular analysis
Criam
Blood test
Blood type & diseases
Blood & Beyond
Microfluidics, point-of-care solutions
Elapta
Various fluids
Molecular testing
BBB
Blood test
Glucose, ketones, cholesterol
Raised $21.5m
Biopsin
Microbial detection
F&B, water, pharma
DeepTech
Trends2019
Targeting better outcomes
Less sick, faster recovery, zero readmission
DeepTech
Trends2019
Pinpoint
Robot-assisted insertion
Nerv
Post-surgery
abdominal leak
detection
Zennea
Snoring
Sleep Tech
Track, Trigger, Treat
DeepTech
Trends2019
Moona
‘Nest for your head'
Kokoon
EEG headphones
Withings
Sleep tracking mat
Bands, watches
Apple, Fitbit, etc.
Eight
Raised $30m
Bravrr
Bruxism (teeth
clinching & grinding)
TRACK
TRIGGER TREAT
Sana Health
Chronic pain relief
Caura
Lactate & glucose tracking
Aire by FoodMarble
Digestive health
Digital Therapeutics
Replacing pills
and lab tests?
DeepTech
Trends2019
Lief Therapeutics
ECG smart patch
for stress management
$99/month
Flow Neuroscience
Depression treatment
FDA approved
tDCS stimulation
& virtual therapy app
£399
Mental Health HabitAware
Hair pulling, nail biting, etc.
Top 10 in TIME 2018
MSRP: $149
Feel by Sentio
Emotions sensor
for anxiety, depression, etc.
Raised $6.3m (Clinical trials)
DeepTech
Trends2019
Digital Therapies
machine learning
and biofeedback
Labrador Systems
Assistive robot for independent living
Raised $2m
MindMaze (Switzerland)
VR treatment for neurorehabilitation
Raised $110.6m
Rehab & x-Diversity
DeepTech
Trends2019
Wandercraft
Exoskeleton wheelchair for the disabled
Raised $23.4m
For independent living
and supporting physical
and mental diversity
An Important Challenge
for Health is Behavior
Understanding impact of
food, sleep, environment…
Avoiding mental triggers,
building new habits.
DeepTech
Trends2019
Neural Interfaces
Tracking, Stimulating,
Connecting Mindset
EEG headphones tracking focus
Neuralink (Elon Musk)
Brain-machine interfaces
Raised $158m
CTRL-Labs
Neural monitoring
Acquired by Facebook for $500m+
DeepTech
Trends2019
04/ Enterprise & Industry Trends
Labor crisis in
numerous sectors
Agriculture, Manufacturing,
Construction, Mining are next
Boom in Transportation,
Logistics and Retail
China innovates
on all fronts
DeepTech
Trends2019
Amazon
Kiva (acq)
>200,000 units
Last-mile delivery
Pilots
Prime Air
Filed with FAA
Blimp Mothership
Fake!
Balyo (IPO)
Partnership
Canvas (acq)
Autonomous carts
Automates everything.
‘Dark warehouses’soon?
DeepTech
Trends2019
Fear of Amazon
6 River Systems
Acquired by Shopify for $450m
Raised $46m
Exotec
High density warehousing solution
Raised $21.2m
Fetch Robotics
Raised $94m
Pushes competitors
toward turn-key and
flexible solutions
DeepTech
Trends2019
Construction
Multi-trillion-dollar markets
From design to demolition
COBOD
‘Building on demand’
Raised $2.5m
‘AEC’ Tech
Brick & Mortar Ventures
$97m fund for the built world
Architecture
Engineering
Construction
+ Facilities Management
Mechasys
Floor plan projection
ShapeMeasure
Precision measuring & cutting
Rebartek
Automated rebar cage prefabrication
Smart tools &
automation
for custom
construction
Augmenting
workers
Japet
Soft exoskeleton for
back pain prevention
Raised $1.7m
Nuada
Power glove
for tireless grip
ProGlove
Wearable barcode scanner
Raised $49.1m
DeepTech
Trends2019
Operations
Restoration
Demolition
Wastack
Landfill operations
Bird control, 3d mapping
fire, methane leaks
Craft Robotics
Mortar-raking robot
Cleaning
Avidbots
Floor cleaning
Raised $26.6m
Plecobot
High-rise windows
ViaBot
Pavement
Somatic
Toilets
DeepTech
Trends2019
Clean Robotics
Trash-sorting robot
Industry
2.5 million robots
0
40
80
120
160
China Japan US Korea Germany
273840
55
154
China
Japan
US
Korea
Germany
0 200 400 600 800
328
774
217
327
140
Robots Installed in 2018
(‘000 units)
Source :
International
Federation of
Robotics
DeepTech
Trends2019
2x in 3 years
154
40
Robot Density in 2018
(per 10,000 workers)
+422,000 in 2018
1/3 in China
Robots get cheaper but also safer
and easier to set up and re-tool
Source : Markets and Markets - Collaborative Robot Market
Cost of automation
1990 2000 2005 20101995
220
200
180
160
140
120
100
80
60
40
Labor costs
(OPEX)
Robot prices
(CAPEX)
2018 2025
CAGR
50.31%
$710M $12,303M
Collaborative robotics market
Still only 3% of new installations
Source: Economist Intelligence Unit; IMB; Institut für Arbeitsmarkt - und Berunfsforschung;
International Robot Federation, US Social Security Data; McKinsey Analysis
DeepTech
Trends2019
Demand for
flexible solutions
Development speed
Integration time
Ease of use
Safety
DeepTech
Trends2019
Elephant Robotics
Collaborative robots
with visual interface
Veo Robotics
Vision, 3D sensing & AI
Raised $28m
Youibot
Mobile applications
in industrial settings
SmarTex
Fabric fault detection
Zero downtime
Zero waste
"5 steps
of machine epiphany"
Reactive
Preventive
Predictive
Optimized Health
Optimized Performance
Source: https://www.augury.com/
AiSight
Machine sensors
Unspun
3D-woven custom-fit jeans
DeepTech
Trends2019
Drones
go B2B
Dedrone
Drone detection technology
Raised $43.2m
Zipline
Long-range drones (100 miles)
high-value deliveries
Raised $233m
For deliveries or surveying
Longer range, heavier cargo
Agriculture, Oil & Gas, Mining,
Surveying, Defense, etc.
Delair (France)
Industry solutions
Acquired Airware
Raised $14.5m
DeepTech
Trends2019
Biocarbon Engineering
Tree-planting drone
300 pods = 1ha in 18min
Raised $2.5m
Dropcopter
Pollination drones DeepTech
Trends2019
Drones
Novel
applications
Greenhouse
Gases
45 billion tons / year (CO2 equivalent)
7.5 billion people
= 6 tons / year / person (~20kg / day)
6%
14%
21%
24%
35%
Energy & Heat Production & Processing
Agriculture, Forestry, etc.
Industry
Transportation
Buildings & housing
Full name
Carbon dioxide
Methane
Nitrous oxide
ChloroFluoroCarbons
HydroFluoroCarbons
PerFluoroCarbons
Sulphur HexaFluoride
Nitrogen TriFluoride
GHG Sources GHG by Country
Gaz
CO2
CH4
N2O
CFCs
HFCs
PFCs
SF6
NF3
GHG ‘Sinful Seven’
Quantity
75%
15%
5%
5%
0
5
10
15
0 500 1,000 1,500
9
20
8
215
11 5
China
USA
IndiaEURussia
Brazil
Japan
9
20
8
Population (mln)
GHGEmissions(MtCO2e)
Source: World Resources Institute, 2017Source: EPA, 2018
DeepTech
Trends2019
GWP*
1
30
300
1,000+
*GWP = Global Warming Potential
Source: EPA, 2018
Bloom Energy
Solid oxide fuel cells

Val: $386m
Raised $825.7m
VoltStorage
Vanadium redox flow
Residential fuel cells & micro-grid
Energy Vault
Gravity storage
Raised $110m
Energy
Storage &
management
DeepTech
Trends2019
Geo
Enginering
Novo Nutrients
Fish feed from
CO2-capturing bacteria
Carbon Capture Technologies
Greenhouse Gas Removal (GGR)
Biochar (charcoal from biomass)
Cool Planet Energy Systems
Biochar-based agricultural products
Raised $235.7m
Carbon Engineering
CO2-capture & synthetic fuel tech
Raised $107.4m
DeepTech
Trends2019
Breakthrough
Energy
Electricity
Reliable
Affordable
Zero-carbon
Transportation
EV batteries
New fuels
Light materials
Agriculture
Lower emissions
New proteins
Reduce waste
Deforestation
Manufacturing
Construction,
data centers, paper, etc.
Recycling solutions
CO₂ Extraction
Manufacturing
GHG in Construction,
data centers, paper, etc.
Recycling solutions
CO₂ Extraction
Breakthrough Energy Ventures (BEV)
$1b fund led by Bill Gates
Investing in startups with the potential
to reduce GHG emissions
by at least 500mln tons / year.
Coalition of 18 corporations & 30 billionaires
Research & Invest in New Energy Solutions
to reduce GHG EmissionsDeepTech
Trends2019
AgTech
Soil sensors
Automation for
- irrigation
- weeding
- harvesting
Post-harvest
Food safety
harvest
Source: AgTech Landscape 2019
by Seana Day , BetterFoodVentures.com
DeepTech
Trends2019
Precision
agriculture
Forward Robotics
Long-range
autonomous VTOL
drones
Blue River Technology
A.I.-based
precision weeding
Acq. by John Deere ($305m)
Tensorfield
A.I.-based
precision weeding robots
Sensors & robots
for better outputs
DeepTech
Trends2019
Nordetect
Portable
NPK soil testing
Apix
Automated beehive
maintenance
EIO Diagnostics
Inflammation diagnostic
Internet of …
Smart Shepherd
Pedigree tracker
Bees, cows,
sheep & more
DeepTech
Trends2019
High-Tech Breeding
Experiment with
face recognition
to track:
• behavior
• eating
patterns
• overall health
DeepTech
Trends2019
China AgTech
Breeding half the world’s 1 billion pigs with A.I.
Face
recognition
China’s Tech Giants
Into Breeding
Netease, Alibaba, JD…
Challenges
(1) Siblings
(2) Fast change
DeepTech
Trends2019
RFID
Tattoo
scan
IR
& motion
Animal tracking
goes high-tech
(3) Facing camera
(4) Dirt
Geese have
small faces
and eyes
on the side
5G
High Bandwidth
Low Latency
Enhanced Security DeepTech
Trends2019
Realistic 4K VR
Requires 1Gbps+
5G will reach 1-20Gbps
Critical remote control
Requires low latency
5G will reach 1ms
'Everything to Everything’
Connecting nachines,
sensors, vehicles & more
Innovation
Enabler
05/ Frontier Tech
Quantum, Fusion & more
for specialists
Aerospace making
progress but still costly
Long timeframes (5y+)
limits VC activity
What will
Elon Musk do?
DeepTech
Trends2019
Lilium (Germany)
Raised $101.4m
Ehang (China)
Raised $52m
Flying Cars
Volocopter (Germany)
Raised $89.7m
Dubai, Singapore, Germany
AeroMobil (Slovakia)
Raised €9m
BoeingStartups & corporates
race for safety, autonomy,
launchpads, recharge
and … permits.
Airbus targets Paris in 2024
Uber Air targets Melbourne in 2023
DeepTech
Trends2019
Space Tech
Rocket Lab
Small sats launchers
Raised $215m
Viable: launch, sensing, telecom
Not quite: mining, debris, tourism…
< 5,000 satellites orbit the Earth today
~ 35 companies work on launchers
SpaceX Starlink
60 in LEO (target: 12,000)
Estimated cost: $10b
OneWeb
6 in LEO (target: 2,000)
Raised $3b
DeepTech
Trends2019
Hyperloops
Hyperloop Transportation Technologies
10km pilot plant in Guizhou, China
Raised $108m (unconfirmed)
The Boring Company
Raised $233m
Virgin Hyperloop One
Pune-Mumbai 120km loop by 2021?
Raised $295m
25 projects
10+ test tracks
Costs & safety concerns remain
DeepTech
Trends2019
'Out There'
Commonwealth
Fusion Systems
MIT startup
Raised $115m
Boom Supersonic
Raised $141m
Commercially viable
within 10 years?
Quantum Computers
IBM, Google, etc.
Up to 160-qubit
D-Wave Raised $204.7m
DeepTech
Trends2019
SpaceX (+ Starlink)
Tesla
SolarCity (acq. by Tesla)
The Boring Company
Neuralink
Future of Life Institute (non-profit)
OpenAI (non-profit)
Elon
Musk
Elon Musk projects target either established
or new markets. Several leverage public
funding and subsidies.
$33.3b val.
$46.7b cap.
$2.6b
$920m val.
$158m funding
Think Tank
$1b funding
DeepTech
Trends2019
06/ Synthetic Biology
Proteins are the ultimate
nanobots
Applications in food,
health, pharma, industry…
Building blocks are in place.
Lab tech & cloud speed all up.
In vivo genetic therapies
Longevity research & more
DeepTech
Trends2019
DeepTech
Trends2019
DeepTech
Trends2019
Cost per
raw megabase
of DNA sequence
Cost of DNA sequencing fell
DeepTech
Trends2019
Building Blocks
20,000 known genes
scientists can look up
350,000 proteins
‘on-the-shelf'
250,000 antibodies
ready to order
Low-cost lab robots
& outsourced lab work
DeepTech
Trends2019
DeepTech
Trends2019
Gingko Bioworks
Custom organisms
Raised $719m
OpenTrons
Lab automation
Raised $10m
Picks &
Shovels
DeepTech
Trends2019
Digi.Bio
Programmable
micro-fluidics
platform
Stämm
Bioreactor for
continuous
large-scale
production
Color Genomics 
Genome testing for clinical-grade
hereditary cancer, hearth health,
medication response genes ($250)
Raised $112m
23andMe
Genome research for ancestry,
genealogy, and inherited traits.
Raised $786m
Personal
Genetics
From ancestry
to clinical grade
DeepTech
Trends2019
Chronomics
Epigenetic testing.
Biological age, smoke exposure,
metabolic state.
Raised $1.4m
Food
Plants
Algaes
Fungi
Cell-Ag
Sustainable
Functional
Curative
DeepTech
Trends2019
Land use per gram
of protein in m2 0.01
0.01
0.02
0.04
0.04
0.05
0.08
0.1
0.13
1.02Beef/mutton
Pork
Fresh Produce
Poultry
Eggs
Dairy
Rice
Maize
Pulses
Wheat
Source: Clark & Tilman, 2017
Looking for Sustainable Proteins
Animal
Protein
Issues
Cost
Taste
Texture
Culture medium (FBS…)
Acceptance
Land
Water
Suffering
Antibiotics
Antibiotic resistance
Alternative
Protein
Issues
DeepTech
Trends2019
CellAg Startups Funding
Source: Elliot Swartz @elliotswartz / Good Food Institute, gfi.org
DeepTech
Trends2019
Memphis Meats
Beef and chicken
Raised $20.1m
New Age Meats
‘Hybrid' sausages
Plant-based protein
+ Lab-grown pork fat
Raised $3.5m
Food
Meat
from:
Plants
Stem cells
Integriculture (Japan)
Cultured foie gras
Raised $2.75m
Beyond Meat
Plant-based meat
IPO, $7.6b market cap
DeepTech
Trends2019
DeepTech
Trends2019
Good Catch
Plant/algae-based tuna & more
Raised $18.7m
Wild Type
Cultured seafood
Raised $16m
Finless Foods
Fish from stem cells
Raised $3.5m
New Wave Foods
Plant/algae based shrimp
Raised funding from Tyson
Food
Seafood
from:
Plants
Algaes
Stem cells
DeepTech
Trends2019
Perfect Day
Dairy (on market)
Raised $61.5m
Clara Foods
Egg whites
Raised $16.8m
Food
CellAg
‘Sweets'
DeepTech
Trends2019
Perfect Day
Dairy (on market)
Raised $61.5m
Clara Foods
Egg whites
Raised $16.8m
Food
Other
Products NotCo
Plant-based mayo
Raised $30m
Glyph by Endless West
Molecular Whiskey
Raised $12.7m
New Culture
Plant-based cheese with cultured casein
Raised $30m
DeepTech
Trends2019
Food
For Animals
Because Animals
Cultured meat and supplements for pets
Ynsect (France)
Insect-based feed for aquaculture and pet nutrition
Raised $172.3m
DeepTech
Trends2019
Food
Waste
Avoiding &
Upcycling
Waste
Cambridge Crops
(edible) Food coating (MIT)
Raised $4m
After 10 days
Hexafly
Insect farming & upcycle of food
waste into Aqua feed, Chitin & Plant
Nutrition. Raised $4m
DeepTech
Trends2019
Uncoated Coated
Wasteless
Dynamic pricing RFID
Raised $4.2m
Electro-Active Technologies
Upcycling food waste info hydrogen
using microbes & electro-chemistry
Ag Biotech
Soil health,
Plant health
Pollination
BeeFlow
Precision bee nutrition for enhanced pollination
Raised $3.5m
DeepTech
Trends2019
Indigo
Plant microbiome solutions for crop nutrition
Raised $609m
Biome Makers
Designer microbes using DNA sequencing & A.I.
Raised $6.4m
Microbiome
& Gut Health
Human microbiome
2 kg of bacterias
1,000+ species
3 mln genes
(150x humans)
Kaleido BioSciences
Microbiome solutions
Raised $165.5m
Eligio Biosciences
Targeted bio-therapeutic
Raised $22.2m
DeepTech
Trends2019
BiomeSense
Microbiome testing & storage
Raised $2m
Sun Genomics
Personalized probiotics
Raised $3m
Gut-brain connection
Emerging therapies
e.g. allergies, autism)
Bio-
materials
Bolt Threads
Spider silk & more
Raised $213m
AlgiKnit
Seaweed yarn
Raised $2.2m
MycoWorks
Mushroom leather
Raised series A
Tinctorium
Non-chemical indigo dye
Modern meadow
Biomaterials & ingredients
Raised $53.5m
ZOA™
Cultured
Leather
DeepTech
Trends2019
Geltor
Synthetic human collagen
For eye cream, etc.
Raised $23m
Lingrove
‘Wood without trees’’
Moldable, CO2-negative composite of flax fiber & resins
Bio-
materials
Deep
Tech
For
Health
Biomarkers
For pre-symptom diagnostic
and predictive drug design
sRNAlytics
A.I.-based sequencing for small RNA markers
Raised $2.5m
Grail (Illumina spin-off)
Liquid biopsy for early stage cancer testing
Raised $1.6b
Jungla (acquired for by Invitae for $65m)
A.I.-based clinical interpretation tool of genetic
variant. Raised $2.8m
DeepTech
Trends2019
New
Pharma
COMPANY FOCUS COST ADVANTAGE
Convalesce Stem cell therapy for Parkinson's disease & more
Low-cost material and
fast-track designation.
Gavilan Biodesign Resistance-resilient (‘4D’) drug design
Computational biology with
‘wetware-in-the-loop’.
Lupa Bio Anti-inflammatory therapeutics
Leveraging existing data for
fast-track FDA process.
Recursion Pharmaceuticals Treatments discovery
Combining automation & A.I.
with experimental biology,
Serenity Bioworks Immune-tolerant gene therapy platform
Improves gene therapies
by dampening immune reactions.
Startups Challenge
Traditional Pharma
Economics
DeepTech
Trends2019
Easier due diligence
Faster time-to-market
Lower capital needs
Lower downstream dilution
Roivant
An unusual biopharma firm
focused on completing the
development of promising
late-stage drug candidates.
DeepTech
Trends2019
• Founded in 2014 in Switzerland
• Most funded biotech company
• Inspired by NantWorks strategy
• Already IPOed 3 subsidiaries
• Japan’s Sumitomo Dainippon Pharma
will pay $3b for various assets..
Company Focus Financials
Roivant Holding $1.9b funding
Axovant Neurology $1.8b IPO
Myovant Endocrine diseases $880m IPO
Urovant Urology $450m IPO
Dermavant Dermatology IPO postponed
Immunovant Autoimmune diseases RTO plans
Enzyvant Rare diseases n.a.
Datavant Healthcare data analytics $85m funding
Sinovant China/Asian markets n.a.
Metavant Cardiometabolic diseases n.a.
Genevant RNA-based therapeutics n.a.
Respivant Respiratory diseases n.a.
Aruvant Hematology n.a.
Altavant Pulmonary arterial hypertension n.a.
Future Vants Within & beyond pharma n.a.
Cell & Gene
Therapy
Kytopen
Non-viral delivery of molecules into hard-to-
transfect immune cells
Raised $3.6m
Serenity Bioworks
Immune-tolerant gene therapy platform
DNA Lite
Gastrointestinal gene therapy
Raised $1.5m
Getting past, modulating or
harnessing the immune system
Other Biotech
SyntheX
Gene therapy enabler. Screening tech for protein-
protein interaction, including cancer pathways.
Raised $6.4m
Diadem Biotherapeutics
Regenerative biologics, offering easier
manufacturing and longer shelf life.
Gavilan Biodesign
Resistance-resilient (‘4D’) drug design using
computational biology w/ ‘wetware-in-the-loop’.
The platform can search through
100,000 trillion molecular
compound structures per day
Targeting the ‘undruggable’,
and other technologies
Frontier
Biotech
Prellis Biologics
3D-printing of vascularized organoids
Raised $10.6m
Catalog
DNA-based
data storage
Raised $9.3m
Storing data in DNA
Bio-printing organoids
Neurons grown
on vascular scaffolds
DeepTech
Trends2019
Other Exciting Domains
Longevity Therapies
Inflammation, Cells,
Metabolism, Mitochondria
Pre-symptom
disease detection
Live cell therapies
e.g. precision cancer targeting
Organoids
from research to implants
DeepTech
Trends2019
DeepTech
Trends2019
Credits
Editor
Benjamin Joffe
Design
Vitaly Vyazovsky
Lisa Shcheglova
Contributors
Anant Pathak
Bill Liao
Cyril Ebersweiler
Duncan Turner
Garrett Winther
Ji Ke
Jo-An Ho
Kate Whitcomb
Parikshit Sharma
Peter Bodenheimer
Po Bronson
Further thanks
SOSV portfolio startups
and all the participants
in the global deep tech
ecosystem.
Designing Science (Biotech), China Startup Pulse (China/Asia)
SOSV & Program-specific channels
SOSV & Program-specific blogs
Hardware Trends
TechCrunch, VentureBeat
Podcasts
YouTube
Medium
Reports
Articles
Additional Resources
DeepTech
Trends2019
SUPPORTS
Research
Academia
Corporates
Investors
Startups
Media
www.deeptechweek.com
www.sosv.com/deeptechtrends
Tweet your comments, ideas or favorite slides

#deeptechtrends or @sosvvc
DeepTech
Trends2019
Download
Questions & Comments
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Deep Tech Trends 2019

  • 2. DeepTech Trends2019 Introduction A growing number of researchers, scientists and engineers
 are starting companies. Many of them engage in ‘Deep Tech’, the combination of software and science. They solve problems of high complexity and high value in sectors such as agriculture, energy, industry and health, covering many of the UN Sustainable Development Goals. At SOSV, our mission is to help solve the world’s most pressing problems -- funding and mentoring startups that bring positive change at a grand scale, tackling human and planetary health, and improving the quality of life for all. This document shows that solutions are on their way! DeepTech Trends2019
  • 3. Our VC fund specializes in prototype-stage deep tech startups. We sometimes see emerging trends before others. This document is based on publicly available sources and on our own insights. We own equity positions in many of the companies referenced (see next page). This document does not constitute an offer to sell securities or a solicitation for investment, which can only be made by the delivery of specific documents to accredited investors. Furthermore, this document does not constitute investment advice, an offer to provide such advice, or a basis for making any investment decision.   Disclaimer SOSV invests in about 150 startups / year This document is for information only This document is made available, and may be updated, at www.sosv.com DeepTech Trends2019
  • 4. DeepTech Trends2019 SOSV Startups Quoted OVERVIEW CONSUMER HEALTH B2B BIOTECH BIOTECH Avidbots Bowl BBB AiSight AlgiKnit New Culture BitMex Kegg Biopsin Apix Because Animals New Wave Foods FormLabs Lilu Bisu Avidbot BeeFlow NotCo Geltor Looking Glass Bitome Clean Robotics BiomeSense OpenTrons GetAround Makeblock Bravrr Craft Robotics Cambridge Crops Perfect Day Jump Bikes Minut Caura EIO Diagnostics Catalog Prellis Biologics Makeblock Nura Criam Elephant Robotics Chronomics Serenity Bioworks Memphis Meats Oasis Elapta Forward Robotics Clara Foods sRNAlytics Nura PetCube Feel Japet Convalesce Stamm Perfect Day Presso Flow Neuroscience Mechasys Diadem Biotherapeutics Sun Genomics Simbe Robotics PushMe FoodMarble Nordetect Digi.Bio SyntheX RayBaby Kokoon Novo Nutrients DNA Lite Tinctorium Sprite Robotics Labrador Systems Nuada Electro-Active Wasteless Youibot Lief Therapeutics Plecobot Endless West Mindset Rebartek Finless Foods Moona ShapeMeasure Gavilan Biodesign Nerv Smart Shepherd Geltor Pinpoint SmarTex Jungla Sana Health Somatic Lingrove Zennea TensorField Livin Farms Unspun Lupa Bio Viabot Memphis Meats VoltStorage MycoWorks Wastack New Age Meats Youibot
  • 5. About SOSV Deep Tech & Hand-on Global early stage Deep Tech fund Programs with Labs & Experts for Hardware, Biotech, Food… $650M AUM (new $250M fund) >800 startups +150/year
  • 7. FormLabs (3d printing) GetAround (car sharing) BitMex (crypto exchange) Jump Bikes / Uber (e-bikes) Geltor Synthetic human collagen Raised $23m SOSV Top Startups DeepTech Trends2019 Perfect Day CellAg Dairy Raised $61.5m Memphis Meats CallAg Beef & Chicken Raised $20.1m Avidbots Floor cleaning robot Raised $26.6m Simbe Robotics Retail inventory robot Raised $26m Nura Personalized audio Raised $21.9m www.sosv.com/portfolio Makeblock STEM robots Raised $80m Portfolio Sample
  • 8. Defining Deep Tech Science & Engineering “Anything that’s not an app?” A.I. is everywhere Bits & Atoms Electronics or molecules Deep Tech by any other name Hard Tech, Extreme Tech, Frontier Tech, Future Tech… We picked one! DeepTech Trends2019
  • 9. Editing this report ‘Deep Tech' is a broad category impossible to cover entirely Comments are welcome! Some 'formerly deep tech' consumer categories are included. We focused particularly on categories we invest in (hardware & biotech). DeepTech Trends2019
  • 10. CONTENT DeepTech Trends2019 1. Overview 2. Hard Tech: Consumer 3. Hard Tech: Health 4. Hard Tech: B2B 5. Frontier Tech 6. Biotech
  • 11. 01/ Overview Some first gen pioneers got the arrows. Deep Tech unicorns multiply More funding for deep tech, VC, CVC and … SoftBank Second gen more B2B and B2B2C. DeepTech Trends2019
  • 12. $0B $35B $70B $105B $140B 2015 2016 2017 2018 2019H1 16 242118 26 33 140 86 6161 64 131 78 60 84 USA China Europe VCwinterinChina afterrecordyears. Springsoon? Source: Dow Jones Venture Source Chinese Government bodies scaled back LP commitments to local VCs, but trade war with US and the new CFIUS* rules are likely to boost domestic investment again. *Committee on Foreign Investment in the US. DeepTech Trends2019 Unit: billion USD
  • 13. EUROPE Oxford Sciences Innovation (UK) £300m High-Tech Gründerfonds (Ger/EU) €316.5m IQ Capital (UK) $300m Ahren Innovation Capital (UK) $250m btov (EU) €100m USA NordicNinja (Nordics & Baltics) €100m Lux Capital $1.1b Karma Ventures (EU) €70m Data Collective $725m Elaia (EU) €65m Eclipse Ventures $500m Adara Ventures (EU) €65m OS Fund $250m Future Positive Capital (EU) €51m The Engine $205m Voima Ventures (Nordics & Baltics) €50m Future Ventures $200m Vito Ventures (EU) €30m Anzu Partners $150m Apex Ventures (EU) €10m Bolt $80m Root Ventures $76.7269m OTHER Runa Capital $70m Main Sequence Ventures (Australia) $240m Abies Ventures (Japan) $100m GLOBAL Beyond Next Ventures (Japan) $50m SOSV $250m Real Tech Fund (Japan) $18m Entrepreneurs First $115m Pi Ventures (India) $31m Hardware Club $50m Deep Tech VCs >$5b to invest Some specialist funds for IoT, medtech, QC, etc. Many generalists invest in deep tech. Chinese funds are mostly generalists. DeepTech Trends2019
  • 14. New Models Supporting Science Startups i-Corps (~100 locations in US) 7-weeks coaching program Created by Steve Blank Focus on customer development Entrepreneur First (7 countries) ‘Talent investor’ 14 weeks program Team formation + idea validation Deeptech Founders (France) 6 months part-time program Focus on customer development SOSV (global) ‘Hands-on VC’ with experts & labs 3+ months programs Product & business development Non-investing Investing DeepTech Trends2019 Helping to Transition from research Validate a customer need Identify the Minimum Fundable Milestones
  • 16. 1 in 5 Unicorns is in Deep Tech DeepTech Trends2019 LIFE SCIENCES Henlius Novogene Sinocelltech WuXi NextCODE CureVac IronSource Nanopore Roivant 10X Genomics 23andMe Ginkgo BioWorks Grail Human Longevity Indigo Ag NantOmics Samumed Tempus Envision Prologium Northvolt Ovo Energy ReNew Power ChargePoint Microvast Rubicon Sila Nanotech View NEW ENERGY Aiways BAIC* Bordrin Byton Chehejia Enovate Hozon Leapmotor Nio* Singulato Skywell WeltMeister Yinglong Youxia Xpeng Motors Aurora Cruise** Faraday Future Nikola Motor Otto** Rivian TuSimple Zoox AV/EV Hellobike Mobike** Bolt Ola Electric Bird Rides Lime Uber ATG MOBILITY Ankon iCarbonX United Imaging Alphaeon Auris** Butterfly Network HeartFlow Proteus Health SmileDirectClub Beyond Meat* Impossible Foods HEALTH TECH NEW FOOD DJI Geek+ Ninebot Ubtech Nuro Zipline Zume Carbon Desktop Metal Formlabs Magic Leap MindMaze ROBOTICS 3D PRINTING AR/VR SPACE TECH OneWeb Rocket Lab SpaceX US China RoW 13 33 47 Cambricon Horizon Robotics Graphcore OrCam Bitmain Canaan Ebang BitFury IC & SEMI CRYPTO MINING IOT Nest** Infinidat * IPO ** M&A 100 Unicorns Soon Sources: Crunchbase, Hurun Report, SOSV Analysis
  • 17. Notes: most are B2B * includes co-investors SoftBank Vision Fund DeepTech Trends2019 Company Type Sector Funding* GM Cruise B2B AV tech $2.25B View B2B Smart glass $1.8B Nuro HAAS Delivery AV $1B Zume HAAS Pizza robot $423M Plenty B2B AgTech $226M Light Consumer Cameras $186M Nauto B2B Driving Coach $174M Brain Corp B2B AV Tech $125M TOTAL $6.1B*
  • 18. 0 5 10 15 20 25 4 5 6 7 8 9 10 11 12 13 0.5 0.45 0.305 0.03 3.4 8.1 8.9 1.46 1 0.69 1 2 Notable Exits DeepTech Trends2019 Time to Exit (in years) Peloton SmileDirectClub Auris Health Leap Motion Blue River6 River Systems CTRL-Labs ExitMultiple Beyond Meat Value in $b BridgeBio Huami PillPack IPO M&A Ring
  • 19. 02/ Consumer Tech Trends The next wave is headed in every direction Voice controls the smart home From hard tech to commodities? (trackers, 3d printing, AR/VR) B2B2C grows DeepTech Trends2019
  • 20. 2012 2013 2014 2015 2016 2017 2018 2019 Investments $1.2B $1.65B $2.84B $2.04B $1.65B $1.09B $0.82B $0.68B $2.1B* *Full-year projection Only rounds < $500M. The largest 2019 round included is $420M for Juul. Consumer hardware still active Source: data via Crunchbase 132* Deals 40 75 131 142 140 135 128 74 DeepTech Trends2019
  • 21. Trackers DeepTech Trends2019 10 years later: Commoditization Activity, Heart rate, Alexa, Spotify, … Fitbit (US) Val: $1b Huami (China) Val: $650m Apple Fitbit Huami
  • 22. Home Fitness Killing gyms? DeepTech Trends2019 Tonal Connected fitness Raised $90m Peloton Connected exercise bikes Raised $994.7m (market cap: $6.25b) Hydrow Connected rowing Raised $32m Mirror Home fitness Raised $40.8m
  • 23. 3D Printing The hype is long gone Stratasys Val: $1.24b Consumer 3D pPrinters From $500 to $5,000 DeepTech Trends2019
  • 24. 3D Printing B2B2C is real SmileDirectClub Tele-dentistry Val: $7b DeepTech Trends2019 Chanel Mascara
  • 25. Smart Speakers 200m+ units A.I.-enabled IoT boom Amazon 60% Google 25% Apple 5% DeepTech Trends2019 Other 10% Plug Light Nest Ring Sonos Roomba Bose Garmin Lexus
  • 26. 14% 17% 11% 16% 25% 17% In China Too Already in 35m Households Unit sales 2x US in Q2 2019 Another A.I.-Divide? Baidu 39.5% Alibaba 36% Xiaomi 24.5% Unit Sales in Q2 2019 China: 12.6 mln US: 6.1 mln China Smart Speakers Market Share Q2 2019 Source: Canalys, Aug 2018 DeepTech Trends2019 Smart Speakers Global Market Share Q2 2019
  • 27. Xiaomization Amazonization Commoditization at breakneck speed DeepTech Trends2019 Amazon: Oven, Buds, Frames, Loop, Glow, Flex, Sidewalk, Samuel L. Jackson
  • 28. Bells Locks & Alarms Home Security 2.0 Minut Sound-based Camera-free security Raised $10.7m Level Home Smart home access Raised $71m from Ring Outdoor home security Raised $209m Acquired by Amazon for $1b
  • 29. iRobot (USA) >25mln units Val: $1.85b P/E ratio: 22 Ecovacs (China) >15mln units Val: $2b P/E ratio: 28 Consumer Robotics Crawlers 1 Androids 0 DeepTech Trends2019
  • 30. Consumer Drones DJI Dominates The Market DeepTech Trends2019 DJI Consumer & B2B drones Raised $105m Skydio Self-flying drone Raised $70m DJI is estimaated to control over 70% of the market. Several competitors like 3DR and Parrot exited the consumer segment.
  • 31. Jibo $72.7m Anki $182m Makeblock (China) STEM robots Raised $80m Other Consumer Robots Voice assistants roadkill companion robots STEM still growing DeepTech Trends2019 UBTech (China) STEM & toy robots Raised $940m
  • 32. China's A.I. Push China is the world's largest experiment in A.I. education China’s new ‘A-B-C-D' Artificial intelligence Blockchain Cloud computing Data technology DeepTech Trends2019 A smart headband to track focus in a school near Shanghai Source: WSJ, Aug 2019
  • 33. VR (Consumer) Sandbox VR (HK) VR arcade Raised $71m Sony, HTC, Oculus… 6M devices in 2019? Hits: Netflix? Chat? Adult? Black Box VR VR gym Raised $2.5m DeepTech Trends2019 Still slow despite 2nd generation devices Some B2B2C VR for arcades, gym
  • 34. Varjo (High-res VR) Raised $45.9m VR (B2B) Virtual Reality Therapy Physio, phobias, pain + Outpatient tracking Real Estate Tours Matterport (cam + soft) Raised $114M DeepTech Trends2019 Training Maintenance, surgery, language, active shooter simulations Training, Touring, Therapy Applications make sense & multiply
  • 35. AR: B2C new gen >$500 B2B spreads slowly Magic Leap ($2,295) Raised $2.6b Hololens ($3,500) Glass Enterprise Edition 2 Training, industry, health $999+ Focals by North Raised $199.6M $600+ DeepTech Trends2019
  • 36. Holograms OOH ads & desktop solutions Not Star Wars quite yet Looking Glass Raised $13.8m (On market, $600+) Light Field Lab Raised $35m (Prototype) HYPERVSN by Kino-Mo (On market) DeepTech Trends2019
  • 37. Haptics Applications in automotive, industry, medecine, and more? Pixie Dust (Japan) Various haptics & hologram tech Raised $51.8m Ultrahaptics (ultrasound tech) Raised $85.9M, acquired Leap Motion Among others: Femtosecond laser forms plasma in mid-air for tangible feedback DeepTech Trends2019
  • 38. DeepTech Trends2019 Lilu Pumping bra Elvie Breast pump Raised $53.8m Kegg Kegel fertility sensor FemTech Towards more science
  • 39. DeepTech Trends2019 RayBaby Radar breathing monitor Raised $1.4m Snoo Smart sleeper Raised $33m Cocoon Cam A.I. breathing monitor Raised $4m BabyTech Towards more science
  • 40. Peloton $58/month, 0% APR Snoo Buy or rent Grover Monthly rentals for electronics Raised €60M DeepTech Trends2019 Rent vs. Buy Keeps up-to-date & updated Nura Personalized sound with OTA updates Raised $21.9m
  • 41. Pet Tech 2.0 PetCube Treats robots Raised $14m Fi — Smart dog collars Raised $10m Sprite Robotics A.I. cat toy Raised $2.3m DeepTech Trends2019 PetSafe Self-cleaning litter Sensors Vision A.I.
  • 42. Zume Robotic pizzerias on wheels Raised $423m Spyce Robot cooks & restaurants Raised $25.9m Cafe X Robotic coffee vending machine Raised $14.5m DeepTech Trends2019 Robots for Food Automation Customization Customer Experience
  • 44. Unmanned Retail China leads with micro-retail CVS, gyms, karaoke, nail salons & more BingoBox Automated CVS Raised $94.7m DeepTech Trends2019 SuperMonkey Gyms in containers $53m series D M-Bar Karaoke cabins Competitors abound O’2Nails Nail art printers 16y of nail tech
  • 45. Mobility AV, EV, Sharing DeepTech Trends2019 $7.4B $9B $12.4B $13.5B $14.3B $19B $20.8B $29.9B $38.1B $56.2BE-hailing Semiconductors AV sensors and ADAS components Connectivity/ infotainment Electric vehicles and charging Batteries Telematics and intelligent traffic Back end/ cybersecurity HDMI and voice recognition AV software and mapping Investment since 2010 Source: McKinsey Analysis, CapitalIQ, Pitchbook Need for new Technologies, Infrastructures, Operations Policies DeepTech Trends2019
  • 46. 0 00 00 00 00 China USA Norway Germany France 31,00035,00046,000 209,000 769,000 Source: CarSalesBase, 2018 Electric Vehicles boom in China Top EV Brands in 2018 EV sales in 2018 DeepTech Trends2019 486 EV makers in China 9 unicorns $18B invested since 2011 0 00 00 00 00 Tesla BAIC BYD Zotye 64,000 105,000 150,000165,000 245,000 Renault Nissan
  • 47. Youibot Vehicle inspection robots New infrastructure needed to extend uptime and compete DeepTech Trends2019 PushMe Battery tech & network Raised $1.3m Gogoro e-Scooters & charging stations Raised $480m Charge Point #1 EV charging network Raised $532.2m Charging, maintenance, and more
  • 48. 03/ Health Tech Trends Regulation Include Remote Monitoring Reimbursement Digital Diagnostic devices multiply Digital Therapeutics DeepTech Trends2019 Behavior changes remain challenging
  • 49. 154 283 473 645 606 570 688 860 769 137 $1.2B $2.0B $2.3B $2.8B $7.1B $6.2B $8.3B $11.7B $2.9B 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 Deal count Q1 VC Funding $14.68 Source : Startup Health Record year for health tech funding $14.6B in 2018 incl. $4.1B for devices (+40%) Surge in surgical robotics. Biotech IPOs grew too. Source: Silicon Valley Bank data
  • 50. Successful companies improve the following areas Access Cost Outcomes Now must-have for successful fundraising and go-to-market.
  • 51. Bisu Urine test For health & fitness Bitome Nuclear spectroscopy for molecular analysis Criam Blood test Blood type & diseases Blood & Beyond Microfluidics, point-of-care solutions Elapta Various fluids Molecular testing BBB Blood test Glucose, ketones, cholesterol Raised $21.5m Biopsin Microbial detection F&B, water, pharma DeepTech Trends2019
  • 52. Targeting better outcomes Less sick, faster recovery, zero readmission DeepTech Trends2019 Pinpoint Robot-assisted insertion Nerv Post-surgery abdominal leak detection
  • 53. Zennea Snoring Sleep Tech Track, Trigger, Treat DeepTech Trends2019 Moona ‘Nest for your head' Kokoon EEG headphones Withings Sleep tracking mat Bands, watches Apple, Fitbit, etc. Eight Raised $30m Bravrr Bruxism (teeth clinching & grinding) TRACK TRIGGER TREAT
  • 54. Sana Health Chronic pain relief Caura Lactate & glucose tracking Aire by FoodMarble Digestive health Digital Therapeutics Replacing pills and lab tests? DeepTech Trends2019
  • 55. Lief Therapeutics ECG smart patch for stress management $99/month Flow Neuroscience Depression treatment FDA approved tDCS stimulation & virtual therapy app £399 Mental Health HabitAware Hair pulling, nail biting, etc. Top 10 in TIME 2018 MSRP: $149 Feel by Sentio Emotions sensor for anxiety, depression, etc. Raised $6.3m (Clinical trials) DeepTech Trends2019 Digital Therapies machine learning and biofeedback
  • 56. Labrador Systems Assistive robot for independent living Raised $2m MindMaze (Switzerland) VR treatment for neurorehabilitation Raised $110.6m Rehab & x-Diversity DeepTech Trends2019 Wandercraft Exoskeleton wheelchair for the disabled Raised $23.4m For independent living and supporting physical and mental diversity
  • 57. An Important Challenge for Health is Behavior Understanding impact of food, sleep, environment… Avoiding mental triggers, building new habits. DeepTech Trends2019
  • 58. Neural Interfaces Tracking, Stimulating, Connecting Mindset EEG headphones tracking focus Neuralink (Elon Musk) Brain-machine interfaces Raised $158m CTRL-Labs Neural monitoring Acquired by Facebook for $500m+ DeepTech Trends2019
  • 59. 04/ Enterprise & Industry Trends Labor crisis in numerous sectors Agriculture, Manufacturing, Construction, Mining are next Boom in Transportation, Logistics and Retail China innovates on all fronts DeepTech Trends2019
  • 60. Amazon Kiva (acq) >200,000 units Last-mile delivery Pilots Prime Air Filed with FAA Blimp Mothership Fake! Balyo (IPO) Partnership Canvas (acq) Autonomous carts Automates everything. ‘Dark warehouses’soon? DeepTech Trends2019
  • 61. Fear of Amazon 6 River Systems Acquired by Shopify for $450m Raised $46m Exotec High density warehousing solution Raised $21.2m Fetch Robotics Raised $94m Pushes competitors toward turn-key and flexible solutions DeepTech Trends2019
  • 63. COBOD ‘Building on demand’ Raised $2.5m ‘AEC’ Tech Brick & Mortar Ventures $97m fund for the built world Architecture Engineering Construction + Facilities Management
  • 64. Mechasys Floor plan projection ShapeMeasure Precision measuring & cutting Rebartek Automated rebar cage prefabrication Smart tools & automation for custom construction
  • 65. Augmenting workers Japet Soft exoskeleton for back pain prevention Raised $1.7m Nuada Power glove for tireless grip ProGlove Wearable barcode scanner Raised $49.1m DeepTech Trends2019
  • 66. Operations Restoration Demolition Wastack Landfill operations Bird control, 3d mapping fire, methane leaks Craft Robotics Mortar-raking robot
  • 67. Cleaning Avidbots Floor cleaning Raised $26.6m Plecobot High-rise windows ViaBot Pavement Somatic Toilets DeepTech Trends2019 Clean Robotics Trash-sorting robot
  • 68. Industry 2.5 million robots 0 40 80 120 160 China Japan US Korea Germany 273840 55 154 China Japan US Korea Germany 0 200 400 600 800 328 774 217 327 140 Robots Installed in 2018 (‘000 units) Source : International Federation of Robotics DeepTech Trends2019 2x in 3 years 154 40 Robot Density in 2018 (per 10,000 workers) +422,000 in 2018 1/3 in China
  • 69. Robots get cheaper but also safer and easier to set up and re-tool Source : Markets and Markets - Collaborative Robot Market Cost of automation 1990 2000 2005 20101995 220 200 180 160 140 120 100 80 60 40 Labor costs (OPEX) Robot prices (CAPEX) 2018 2025 CAGR 50.31% $710M $12,303M Collaborative robotics market Still only 3% of new installations Source: Economist Intelligence Unit; IMB; Institut für Arbeitsmarkt - und Berunfsforschung; International Robot Federation, US Social Security Data; McKinsey Analysis DeepTech Trends2019
  • 70. Demand for flexible solutions Development speed Integration time Ease of use Safety DeepTech Trends2019 Elephant Robotics Collaborative robots with visual interface Veo Robotics Vision, 3D sensing & AI Raised $28m Youibot Mobile applications in industrial settings
  • 71. SmarTex Fabric fault detection Zero downtime Zero waste "5 steps of machine epiphany" Reactive Preventive Predictive Optimized Health Optimized Performance Source: https://www.augury.com/ AiSight Machine sensors Unspun 3D-woven custom-fit jeans DeepTech Trends2019
  • 72. Drones go B2B Dedrone Drone detection technology Raised $43.2m Zipline Long-range drones (100 miles) high-value deliveries Raised $233m For deliveries or surveying Longer range, heavier cargo Agriculture, Oil & Gas, Mining, Surveying, Defense, etc. Delair (France) Industry solutions Acquired Airware Raised $14.5m DeepTech Trends2019
  • 73. Biocarbon Engineering Tree-planting drone 300 pods = 1ha in 18min Raised $2.5m Dropcopter Pollination drones DeepTech Trends2019 Drones Novel applications
  • 74. Greenhouse Gases 45 billion tons / year (CO2 equivalent) 7.5 billion people = 6 tons / year / person (~20kg / day) 6% 14% 21% 24% 35% Energy & Heat Production & Processing Agriculture, Forestry, etc. Industry Transportation Buildings & housing Full name Carbon dioxide Methane Nitrous oxide ChloroFluoroCarbons HydroFluoroCarbons PerFluoroCarbons Sulphur HexaFluoride Nitrogen TriFluoride GHG Sources GHG by Country Gaz CO2 CH4 N2O CFCs HFCs PFCs SF6 NF3 GHG ‘Sinful Seven’ Quantity 75% 15% 5% 5% 0 5 10 15 0 500 1,000 1,500 9 20 8 215 11 5 China USA IndiaEURussia Brazil Japan 9 20 8 Population (mln) GHGEmissions(MtCO2e) Source: World Resources Institute, 2017Source: EPA, 2018 DeepTech Trends2019 GWP* 1 30 300 1,000+ *GWP = Global Warming Potential Source: EPA, 2018
  • 75. Bloom Energy Solid oxide fuel cells
 Val: $386m Raised $825.7m VoltStorage Vanadium redox flow Residential fuel cells & micro-grid Energy Vault Gravity storage Raised $110m Energy Storage & management DeepTech Trends2019
  • 76. Geo Enginering Novo Nutrients Fish feed from CO2-capturing bacteria Carbon Capture Technologies Greenhouse Gas Removal (GGR) Biochar (charcoal from biomass) Cool Planet Energy Systems Biochar-based agricultural products Raised $235.7m Carbon Engineering CO2-capture & synthetic fuel tech Raised $107.4m DeepTech Trends2019
  • 77. Breakthrough Energy Electricity Reliable Affordable Zero-carbon Transportation EV batteries New fuels Light materials Agriculture Lower emissions New proteins Reduce waste Deforestation Manufacturing Construction, data centers, paper, etc. Recycling solutions CO₂ Extraction Manufacturing GHG in Construction, data centers, paper, etc. Recycling solutions CO₂ Extraction Breakthrough Energy Ventures (BEV) $1b fund led by Bill Gates Investing in startups with the potential to reduce GHG emissions by at least 500mln tons / year. Coalition of 18 corporations & 30 billionaires Research & Invest in New Energy Solutions to reduce GHG EmissionsDeepTech Trends2019
  • 78. AgTech Soil sensors Automation for - irrigation - weeding - harvesting Post-harvest Food safety harvest Source: AgTech Landscape 2019 by Seana Day , BetterFoodVentures.com DeepTech Trends2019
  • 79. Precision agriculture Forward Robotics Long-range autonomous VTOL drones Blue River Technology A.I.-based precision weeding Acq. by John Deere ($305m) Tensorfield A.I.-based precision weeding robots Sensors & robots for better outputs DeepTech Trends2019 Nordetect Portable NPK soil testing
  • 80. Apix Automated beehive maintenance EIO Diagnostics Inflammation diagnostic Internet of … Smart Shepherd Pedigree tracker Bees, cows, sheep & more DeepTech Trends2019
  • 81. High-Tech Breeding Experiment with face recognition to track: • behavior • eating patterns • overall health DeepTech Trends2019
  • 82. China AgTech Breeding half the world’s 1 billion pigs with A.I. Face recognition China’s Tech Giants Into Breeding Netease, Alibaba, JD… Challenges (1) Siblings (2) Fast change DeepTech Trends2019 RFID Tattoo scan IR & motion Animal tracking goes high-tech (3) Facing camera (4) Dirt Geese have small faces and eyes on the side
  • 83. 5G High Bandwidth Low Latency Enhanced Security DeepTech Trends2019 Realistic 4K VR Requires 1Gbps+ 5G will reach 1-20Gbps Critical remote control Requires low latency 5G will reach 1ms 'Everything to Everything’ Connecting nachines, sensors, vehicles & more Innovation Enabler
  • 84. 05/ Frontier Tech Quantum, Fusion & more for specialists Aerospace making progress but still costly Long timeframes (5y+) limits VC activity What will Elon Musk do? DeepTech Trends2019
  • 85. Lilium (Germany) Raised $101.4m Ehang (China) Raised $52m Flying Cars Volocopter (Germany) Raised $89.7m Dubai, Singapore, Germany AeroMobil (Slovakia) Raised €9m BoeingStartups & corporates race for safety, autonomy, launchpads, recharge and … permits. Airbus targets Paris in 2024 Uber Air targets Melbourne in 2023 DeepTech Trends2019
  • 86. Space Tech Rocket Lab Small sats launchers Raised $215m Viable: launch, sensing, telecom Not quite: mining, debris, tourism… < 5,000 satellites orbit the Earth today ~ 35 companies work on launchers SpaceX Starlink 60 in LEO (target: 12,000) Estimated cost: $10b OneWeb 6 in LEO (target: 2,000) Raised $3b DeepTech Trends2019
  • 87. Hyperloops Hyperloop Transportation Technologies 10km pilot plant in Guizhou, China Raised $108m (unconfirmed) The Boring Company Raised $233m Virgin Hyperloop One Pune-Mumbai 120km loop by 2021? Raised $295m 25 projects 10+ test tracks Costs & safety concerns remain DeepTech Trends2019
  • 88. 'Out There' Commonwealth Fusion Systems MIT startup Raised $115m Boom Supersonic Raised $141m Commercially viable within 10 years? Quantum Computers IBM, Google, etc. Up to 160-qubit D-Wave Raised $204.7m DeepTech Trends2019
  • 89. SpaceX (+ Starlink) Tesla SolarCity (acq. by Tesla) The Boring Company Neuralink Future of Life Institute (non-profit) OpenAI (non-profit) Elon Musk Elon Musk projects target either established or new markets. Several leverage public funding and subsidies. $33.3b val. $46.7b cap. $2.6b $920m val. $158m funding Think Tank $1b funding DeepTech Trends2019
  • 90. 06/ Synthetic Biology Proteins are the ultimate nanobots Applications in food, health, pharma, industry… Building blocks are in place. Lab tech & cloud speed all up. In vivo genetic therapies Longevity research & more DeepTech Trends2019
  • 92. Cost per raw megabase of DNA sequence Cost of DNA sequencing fell DeepTech Trends2019
  • 93. Building Blocks 20,000 known genes scientists can look up 350,000 proteins ‘on-the-shelf' 250,000 antibodies ready to order Low-cost lab robots & outsourced lab work DeepTech Trends2019 DeepTech Trends2019
  • 94. Gingko Bioworks Custom organisms Raised $719m OpenTrons Lab automation Raised $10m Picks & Shovels DeepTech Trends2019 Digi.Bio Programmable micro-fluidics platform Stämm Bioreactor for continuous large-scale production
  • 95. Color Genomics  Genome testing for clinical-grade hereditary cancer, hearth health, medication response genes ($250) Raised $112m 23andMe Genome research for ancestry, genealogy, and inherited traits. Raised $786m Personal Genetics From ancestry to clinical grade DeepTech Trends2019 Chronomics Epigenetic testing. Biological age, smoke exposure, metabolic state. Raised $1.4m
  • 97. Land use per gram of protein in m2 0.01 0.01 0.02 0.04 0.04 0.05 0.08 0.1 0.13 1.02Beef/mutton Pork Fresh Produce Poultry Eggs Dairy Rice Maize Pulses Wheat Source: Clark & Tilman, 2017 Looking for Sustainable Proteins Animal Protein Issues Cost Taste Texture Culture medium (FBS…) Acceptance Land Water Suffering Antibiotics Antibiotic resistance Alternative Protein Issues DeepTech Trends2019
  • 98. CellAg Startups Funding Source: Elliot Swartz @elliotswartz / Good Food Institute, gfi.org DeepTech Trends2019
  • 99. Memphis Meats Beef and chicken Raised $20.1m New Age Meats ‘Hybrid' sausages Plant-based protein + Lab-grown pork fat Raised $3.5m Food Meat from: Plants Stem cells Integriculture (Japan) Cultured foie gras Raised $2.75m Beyond Meat Plant-based meat IPO, $7.6b market cap DeepTech Trends2019 DeepTech Trends2019
  • 100. Good Catch Plant/algae-based tuna & more Raised $18.7m Wild Type Cultured seafood Raised $16m Finless Foods Fish from stem cells Raised $3.5m New Wave Foods Plant/algae based shrimp Raised funding from Tyson Food Seafood from: Plants Algaes Stem cells DeepTech Trends2019
  • 101. Perfect Day Dairy (on market) Raised $61.5m Clara Foods Egg whites Raised $16.8m Food CellAg ‘Sweets' DeepTech Trends2019
  • 102. Perfect Day Dairy (on market) Raised $61.5m Clara Foods Egg whites Raised $16.8m Food Other Products NotCo Plant-based mayo Raised $30m Glyph by Endless West Molecular Whiskey Raised $12.7m New Culture Plant-based cheese with cultured casein Raised $30m DeepTech Trends2019
  • 103. Food For Animals Because Animals Cultured meat and supplements for pets Ynsect (France) Insect-based feed for aquaculture and pet nutrition Raised $172.3m DeepTech Trends2019
  • 104. Food Waste Avoiding & Upcycling Waste Cambridge Crops (edible) Food coating (MIT) Raised $4m After 10 days Hexafly Insect farming & upcycle of food waste into Aqua feed, Chitin & Plant Nutrition. Raised $4m DeepTech Trends2019 Uncoated Coated Wasteless Dynamic pricing RFID Raised $4.2m Electro-Active Technologies Upcycling food waste info hydrogen using microbes & electro-chemistry
  • 105. Ag Biotech Soil health, Plant health Pollination BeeFlow Precision bee nutrition for enhanced pollination Raised $3.5m DeepTech Trends2019 Indigo Plant microbiome solutions for crop nutrition Raised $609m Biome Makers Designer microbes using DNA sequencing & A.I. Raised $6.4m
  • 106. Microbiome & Gut Health Human microbiome 2 kg of bacterias 1,000+ species 3 mln genes (150x humans) Kaleido BioSciences Microbiome solutions Raised $165.5m Eligio Biosciences Targeted bio-therapeutic Raised $22.2m DeepTech Trends2019 BiomeSense Microbiome testing & storage Raised $2m Sun Genomics Personalized probiotics Raised $3m Gut-brain connection Emerging therapies e.g. allergies, autism)
  • 107. Bio- materials Bolt Threads Spider silk & more Raised $213m AlgiKnit Seaweed yarn Raised $2.2m MycoWorks Mushroom leather Raised series A Tinctorium Non-chemical indigo dye Modern meadow Biomaterials & ingredients Raised $53.5m ZOA™ Cultured Leather DeepTech Trends2019
  • 108. Geltor Synthetic human collagen For eye cream, etc. Raised $23m Lingrove ‘Wood without trees’’ Moldable, CO2-negative composite of flax fiber & resins Bio- materials
  • 110. Biomarkers For pre-symptom diagnostic and predictive drug design sRNAlytics A.I.-based sequencing for small RNA markers Raised $2.5m Grail (Illumina spin-off) Liquid biopsy for early stage cancer testing Raised $1.6b Jungla (acquired for by Invitae for $65m) A.I.-based clinical interpretation tool of genetic variant. Raised $2.8m DeepTech Trends2019
  • 111. New Pharma COMPANY FOCUS COST ADVANTAGE Convalesce Stem cell therapy for Parkinson's disease & more Low-cost material and fast-track designation. Gavilan Biodesign Resistance-resilient (‘4D’) drug design Computational biology with ‘wetware-in-the-loop’. Lupa Bio Anti-inflammatory therapeutics Leveraging existing data for fast-track FDA process. Recursion Pharmaceuticals Treatments discovery Combining automation & A.I. with experimental biology, Serenity Bioworks Immune-tolerant gene therapy platform Improves gene therapies by dampening immune reactions. Startups Challenge Traditional Pharma Economics DeepTech Trends2019 Easier due diligence Faster time-to-market Lower capital needs Lower downstream dilution
  • 112. Roivant An unusual biopharma firm focused on completing the development of promising late-stage drug candidates. DeepTech Trends2019 • Founded in 2014 in Switzerland • Most funded biotech company • Inspired by NantWorks strategy • Already IPOed 3 subsidiaries • Japan’s Sumitomo Dainippon Pharma will pay $3b for various assets.. Company Focus Financials Roivant Holding $1.9b funding Axovant Neurology $1.8b IPO Myovant Endocrine diseases $880m IPO Urovant Urology $450m IPO Dermavant Dermatology IPO postponed Immunovant Autoimmune diseases RTO plans Enzyvant Rare diseases n.a. Datavant Healthcare data analytics $85m funding Sinovant China/Asian markets n.a. Metavant Cardiometabolic diseases n.a. Genevant RNA-based therapeutics n.a. Respivant Respiratory diseases n.a. Aruvant Hematology n.a. Altavant Pulmonary arterial hypertension n.a. Future Vants Within & beyond pharma n.a.
  • 113. Cell & Gene Therapy Kytopen Non-viral delivery of molecules into hard-to- transfect immune cells Raised $3.6m Serenity Bioworks Immune-tolerant gene therapy platform DNA Lite Gastrointestinal gene therapy Raised $1.5m Getting past, modulating or harnessing the immune system
  • 114. Other Biotech SyntheX Gene therapy enabler. Screening tech for protein- protein interaction, including cancer pathways. Raised $6.4m Diadem Biotherapeutics Regenerative biologics, offering easier manufacturing and longer shelf life. Gavilan Biodesign Resistance-resilient (‘4D’) drug design using computational biology w/ ‘wetware-in-the-loop’. The platform can search through 100,000 trillion molecular compound structures per day Targeting the ‘undruggable’, and other technologies
  • 115. Frontier Biotech Prellis Biologics 3D-printing of vascularized organoids Raised $10.6m Catalog DNA-based data storage Raised $9.3m Storing data in DNA Bio-printing organoids Neurons grown on vascular scaffolds DeepTech Trends2019
  • 116. Other Exciting Domains Longevity Therapies Inflammation, Cells, Metabolism, Mitochondria Pre-symptom disease detection Live cell therapies e.g. precision cancer targeting Organoids from research to implants DeepTech Trends2019
  • 117. DeepTech Trends2019 Credits Editor Benjamin Joffe Design Vitaly Vyazovsky Lisa Shcheglova Contributors Anant Pathak Bill Liao Cyril Ebersweiler Duncan Turner Garrett Winther Ji Ke Jo-An Ho Kate Whitcomb Parikshit Sharma Peter Bodenheimer Po Bronson Further thanks SOSV portfolio startups and all the participants in the global deep tech ecosystem. Designing Science (Biotech), China Startup Pulse (China/Asia) SOSV & Program-specific channels SOSV & Program-specific blogs Hardware Trends TechCrunch, VentureBeat Podcasts YouTube Medium Reports Articles Additional Resources
  • 119. www.sosv.com/deeptechtrends Tweet your comments, ideas or favorite slides
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