TAMPA, Fla. (BLOOM) — While headlines often spotlight viral apps and consumer tech trends, some of the most transformative innovations are unfolding behind the scenes, at the intersection of science, engineering and long-term capital. This is the world of deep tech: advanced technologies rooted in fundamental breakthroughs, from semiconductors and intelligent manufacturing to AI-driven infrastructure.
It’s also where investors like Xiaosi Yang are placing their bets, not on quick returns, but on reshaping entire industries over the next decade.
Yang, a member of the editorial board at the SARC Journal of Engineering and Computer Sciences and a judge for the 2025 Globee® Awards for Technology, is focused on what he calls “foundational innovation.” His deep tech thesis isn’t driven by hype cycles. It’s centered on technical feasibility, global impact and long-term defensibility.
“In deep tech, product-market fit isn’t always immediate,” Yang said. “What you’re betting on is technical feasibility, defensibility, and an ability to reshape an entire value chain over time.”
Investing Beyond the Buzz
Unlike traditional software startups that chase user growth, deep tech ventures are defined by complexity, longer development cycles and infrastructure-level disruption.
In sectors like AI hardware, where custom chips are replacing general-purpose GPUs, or in smart manufacturing, where robotics and materials science are reinventing supply chains, these startups are creating new platforms, not just products.
“A good deep tech startup doesn’t just have IP,” Yang said. “It has a clear path to commercialization, academic-industry partnerships, and alignment with long-term policy goals.”
Why Technical Fluency Matters
Backing these ventures isn’t just about funding, it’s about fluency. Understanding physics, data architecture and regulatory landscapes is often as important as reading a balance sheet.
Yang’s prior feature, “Deep Tech: Where Expertise Fuels Innovation,” underscored this point. He believes true deep tech investors must synthesize insights from engineering, economics and geopolitics.
Looking a Decade Ahead
As public markets grow more volatile, Yang sees a shift coming: away from incremental apps and toward enduring systems—technologies that define new categories and withstand time.
“The most exciting companies today are solving hard technical problems with a long-term vision,” he said. “That’s where real defensibility lies.”
From AI-enhanced diagnostics and green energy storage to quantum computing and sovereign chip manufacturing, Yang sees a new generation of companies building not just tools, but infrastructure for the future.
As more investors turn their focus to deep tech, one thing is clear: the next big thing may not trend on social media, but it will reshape the world.
