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This week on New Wave Weekly:

👉 Why chip cooling is becoming a climate story

Data centers are hitting thermal limits. Nvidia says liquid cooling is inevitable. Is cooling the hidden bottleneck of the AI revolution?

👉 How to actually diligence deep tech

From techno-economic models to hyperscaler roadmaps, Maxi, Jordan, and Jake break down how investors separate real breakthroughs from nice demos.

👉 Europe’s deep tech moment

Is Europe better positioned to build the next climate mega-companies than in the software era?

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Wave Makers:

Maxi - HV Capital

Jordan - IQ Capital

Jake - Voyager Ventures

Hugo - New Wave

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(00:00) Introduction

(01:15) What chip cooling has to do with climate

(03:15) Corintis and the future of liquid cooling

(10:40) Selling to hyperscalers without dying

(16:49) Gen 1 to Gen 3: crossing the valley of commercial death

(18:25) How to assess “good deep tech”

(27:03) Why deep tech valuations are high

(32:29) Europe vs. the US: who wins the deep tech race?

(37:03) Advice for generalist VCs entering deep tech



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