aabid

building and investing in early stage deep tech

[@jason @Jason]

Icon is going to change the world

[Connor Kapoor @connorkapoor]

I fixed this graph by A16Z.

One Trillion spent on AI Capex in 2026, the story isn't in chips alone.

For every $100 flowing into the supply chain
- $2.5 to castings
- $1 to forgings
- $3.6 to sheet metal parts
- $2 to Plastic
- $2.4 to CNC machining

without these manufacturing technologies, the rest isn't even possible.

[aabid @aabidnotes]

50. Bedrock Energy - Deep-drilled geothermal heating and cooling for buildings

Key People: @joselyn_lai, Silviu Livescu
Stage: Series A
Founded: 2022

Bedrock Energy builds geothermal heating and cooling systems for commercial buildings and communities, using deeper boreholes to shrink the land a system needs. It completed a retrofit at an Austin office building and is building district systems in Colorado and Utah.

[aabid @aabidnotes]

Today, we are excited to announce the first annual Austin Deep Tech 50.

Austin has become the hub for some of America's best deep tech founders, so we brought together 8 VC firms with a local presence — @overmatchvc, @valor, @8vc, Banner VC, @BCapitalGroup, @TheAmbitionCap, @ensemblevc, and Trust Ventures — to vote on the 50 startups making the biggest impact.

Together they've raised $10B+ in the last 12 months.

Full write-up: https://t.co/KKsie0MEyr

The full list 🧵👇

[aabid @aabidnotes]

49. Phantom Neuro (@phantom_neuro) - Minimally invasive neural interfaces for prosthetic limb control

Key People: @Connor_G_Glass
Stage: Series A
Founded: 2020

Phantom Neuro develops Phantom X, a minimally invasive implant that reads muscle signals to give amputees intuitive control of prosthetic limbs and exoskeletons. In April 2026 it received approval to begin a first-in-human study in Melbourne.