In this episode of Emerging Forward, I’m joined by Alexandra Vidyuk, CEO and Founding Partner at Beyond Earth Ventures, for a conversation on how deep tech really gets funded and scaled across global markets. We explore what physics teaches us about venture judgment, how a healthy deep-tech cap table is actually built, why geography is often overrated as an investment lens, and where the next generation of frontier companies may emerge.

We cover:

- Why a physics background changes how you evaluate frontier companies.

- How deep-tech funding stacks combine grants, VC, specialists, and strategics.

- Why Europe’s research strength still struggles to convert into aggressive venture outcomes.

- How valuation gaps between Europe, Asia, and the US can create real alpha.

- Why dual-use space, energy, materials, compute, and robotics remain underpriced but highly selective.

- What LPs should really worry about: scientific, engineering, team, and geopolitical risk.

Guest links:

Beyond Earth Ventures: Website | LinkedIn

Alexandra Vidyuk - LinkedIn

Episode highlights:

03:00 - First-principles investing and the bottleneck map.

06:40 - Capital stacks, grants, and what deep-tech funding really looks like.

18:30 - Why geography is not the thesis.

29:30 - The next frontier themes worth watching.

34:00 - The real risk stack in deep tech

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