In this episode, Rahul Rana from Lux Capital joins to discuss his journey into venture capital, focusing on deep tech investments. The conversation covers Lux Capital's investment thesis, emerging trends in foundational markets, and the potential of space exploration and human-technology integration. Rahul shares insights on assessing deep tech startups, founder psychology, and overcoming industry challenges. He delves into moon colonization, satellite internet, and life extension prospects. The episode also explores deep tech in ESG and energy, investment stages, and Rahul's experience writing "Making Moonshots". The discussion concludes with life advice, serendipity in investing, and future writing plans.

(0:00) Introduction to The Investor podcast and technology's progress

(1:09) Introducing Rahul Rana from Lux Capital

(2:04) Rahul's journey into venture capital

(4:37) Breaking into VC and the publishing process

(7:11) Lux Capital's deep tech investment thesis

(10:23) Emerging trends in foundational markets

(13:35) Space exploration and future colonies

(17:43) Human-technology integration

(20:29) Assessing deep tech startups

(21:39) Founder psychology in startups

(24:48) Overcoming deep tech challenges

(27:14) Insights into the space industry

(29:29) Moon colonization and satellite internet prospects

(32:59) Deep tech deal flow and Variant Bio case study

(36:16) Life extension and longevity industry insights

(42:32) Q&A on deep tech investment evaluation

(45:21) Deep tech in ESG and energy

(47:41) Life advice and serendipity in investing

(49:26) Stages of investing in deep tech

(52:01) Experience with writing "Making Moonshots"

(54:56) Legalities of referencing in publications

(56:50) Future writing endeavors and wrap-up