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Deep & Emerging Tech·August 4, 2026·1 min read

Investing in the Space Boom

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If SpaceX is starting to look “nation-state-like,” the bar for space startups is shifting from vision to hard contracts, disciplined burn, and clear niches in that ecosystem. Operators in adjacent sectors — comms, sensing, logistics — should assume space infra will be dominated by a few anchor platforms and plan to integrate rather than compete head-on.

Deep & Emerging Tech

The 78.4 kWh Base Core battery can keep your home running during an outage, installs in under an hour, and gives back to the grid — as home battery installations reach a record high

A 78.4 kWh home battery that installs in under an hour and just pulled $1B in funding is a bet that residential storage is becoming an infrastructure category, not a niche upgrade. Energy and home-services operators should be building grid-interactive offerings around these systems, not treating them as one-off installs.