AI for Materials: Breakthrough or Illusion?

Описание: This week on New Wave Weekly:

👉 AI won’t magically invent new materials

AlphaFold worked because biology had great data. Inorganic materials don’t. Sparse datasets, missing thermodynamics, and poor characterization remain the biggest blockers.

👉 The real moat is synthesis, not models

From rare-earth-free magnets to catalysts, value is created in the lab: making, characterizing, and scaling materials that actually work in the real world.

👉 Vertical beats generalist (for now)

Foundational models are capital-intensive moonshots. Highly verticalized plays, magnets, catalysts, specific industrial use cases, have a much clearer path to market.

👉 Commercialization is brutally hard

Discovery is step one. Producing at scale, at cost, and getting industry adoption is where most materials stories break, graphene being the cautionary tale.

👉 Europe’s materials moment?

With critical minerals concentrated in China, supply-chain security is creating real pull from industrial players, not just curiosity, but urgency.

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Wave Makers:
Matt - Voyager Ventures
Robina - Contrarian
Vera - Apex Ventures
Hugo - New Wave

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Music Credit:
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