Leo Polovets: A Different Kind of VC Bet
In this episode, we sit down with Leo Polovets, co-founder of Humba Ventures, a fund built around the physical, hard-tech problems most investors avoid. Leo makes the case for why deep tech finally became investable around 2020, why revenue is the wrong milestone to underwrite in hardware, and why non-dilutive funding is a tool founders too often misuse. We also get into what separates real moat-building from just chasing government pilots, and why Humba’s five-year track record is starting to prove the category out.
In this episode:
Why 2020 Changed the Math: How falling hardware costs and a…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.