Resources & Insights
Our thinking on markets, technology, and the companies shaping what comes next.
Argan Insights & Thesis
Deep dives into the sectors, signals, and structural shifts shaping the industry globally.

How Edge-powered Voice AI is Redefining the Conversation Frontier
The global race in Voice AI is often framed as a contest to build larger models and more capable assistants.…

From Surveillance to Strike: India’s Opportunity in the Global Attack Drone Market
The weapon system that will define how India fights, defends, and exports for the next decade and why its biggest…
Our Newsletter
Deep tech decoded monthly. Frontier topics before they hit the mainstream, our portfolio in the headlines, and the signals shaping the industry.
The Argan Perspective is our monthly intelligence brief exploring the structural technology shifts shaping the future of deep-tech.
Through original research, market insights, portfolio perspectives, and investment theses, we decode the emerging tech transforming industries from AI and Robotics to SpaceTech, Quantum Computing, Industrial Automation, and beyond.
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Past Issues
Browse every edition of DeepTech Velocity, newest first.
- Issue 02
- September 2026
The New AI Infrastructure Race
Explores how the rising computational intensity of AI is reshaping the economics of technology, with physical infrastructure becoming a critical layer of competitive advantage.
- Issue 01
- September 2026
Edge-Powered Voice AI
Explores how edge compute and specialised AI silicon are enabling real-time conversational intelligence closer to the point of interaction, with a portfolio spotlight on Mihup AI.
01
Thesis Title One
Placeholder for your first thesis pillar. Describe the core investment belief, the market dynamics you see, and why this matters now.
02
Thesis Title One
Placeholder for your first thesis pillar. Describe the core investment belief, the market dynamics you see, and why this matters now.
03
Thesis Title Three
Placeholder for your first thesis pillar. Describe the core investment belief, the market dynamics you see, and why this matters now.
04
Thesis Title Four
Placeholder for your first thesis pillar. Describe the core investment belief, the market dynamics you see, and why this matters now.
Portfolio Companies in News
Coverage and milestones from the companies we back.