
The Sure Shot Entrepreneur · 2026-04-07 · 40 min
Debjit Mukerji, Partner at NGP Capital, explains why deep tech’s defining moment has finally arrived. Drawing on a thesis-driven approach, he shares how he evaluates companies at the intersection where “atoms meet bits”, backing founders building in the physical world. Debjit breaks down the convergence of three powerful forces - labor shortages, generative AI’s expansion into industrial use cases, and faster hardware development cycles - that are unlocking a new era of opportunity for physical technology companies. In this episode, you'll learn: [ 05:28 ] Why venture capital? [ 07:40 ] Inside NGP Capital’s deep tech focus [ 11:05 ] Why now is the moment for deep tech [ 17:02 ] What Debjit looks for in founders [ 19:17 ] The Tractian story: founder intensity [ 31:39 ] Key deep tech trends: Robotics & AI [ 35:43 ] What makes a great deep tech pitch The nonprofit organization Debjit is passionate about: MedShare About Debjit Mukerji Debjit Mukerji is a Partner at NGP Capital, where he focuses on Deep Tech investments across robotics, AI, and industrial systems.