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Venture Capital · Traditional enterprise SaaS model obsolete as software creation becomes near-zero cost
now playing · Venture Capital
AI Hardware & Chip Architecturetailwindscore 9/10david helgason
Photonics-based compute emerges as fundamental challenger to electronic chips
Photonics computing (exemplified by Olex) represents a foundational shift in the compute stack, attracting elite technical founders and targeting the largest addressable market in technolog…
Nuclear Energytailwindscore 8/10david helgason
Small modular reactors becoming fundable in Europe as energy constraints intensify
Founders with SpaceX-style aggressive execution are now tackling small modular nuclear reactors in Europe, a category that was unimaginable a decade ago, driven by urgent power constraints…
Advanced Manufacturingtailwindscore 8/10david helgason
Hardware development velocity now matches software via AI tools and SpaceX playbook
Modern methodologies, AI-assisted design, accessible global supply chains, and a mindset shift from aggressive operators (SpaceX alumni) enable hardware startups to iterate at software-like…
Venture Capitalheadwindscore 8/10david helgason
Traditional enterprise SaaS model obsolete as software creation becomes near-zero cost
With AI making software creation extremely cheap, the classic high-margin enterprise SaaS playbook no longer works; venture returns now require backing hard tech that rewrites physical indu…
Energy & Power Generationtailwindscore 7/10david helgason
Power and mineral constraints redefine planetary boundaries investment framework
Using the Stockholm Resilience Centre's planetary boundaries framework, Transition identifies power availability and critical mineral supply as the binding constraints for AI and industrial…
Data Center Infrastructuretailwindscore 7/10david helgason
Full-stack data center innovation from cooling to power creates venture opportunities
Transition Ventures has mapped opportunities across the entire data center stack — cooling, energy, compute — recognizing that AI-driven demand creates systemic bottlenecks requiring integr…