How we read the frontier: technical market maps, diligence frameworks, and research notes from the Arcturus team and network.
Silicon solar is nearing its efficiency ceiling. We examine perovskite-silicon tandem cells: the physics behind the efficiency gains, the stability problem, lead toxicity, and what still has to scale before they take real market share.
Beyond the great-power headlines, the June 22 quantum executive orders define five measurable deliverables: a science-grade quantum computer, a federal benchmarking method, fieldable sensors, a secured supply chain, and a dated post-quantum cryptography migration.
AI has turned data movement, not arithmetic, into the binding constraint. We look at why copper is running out of room, why light carries data better, and how co-packaged optics pulls the optics next to the switch ASIC.
TRISO moves nuclear containment from the building to the particle. A primer on its structure, history, why SMR developers are converging on it, and the HALEU, waste, and qualification barriers that still stand in the way.
Why we are named after one of the brightest, most reliable stars in the sky, and how Arcturus brings that same orientation to investors navigating the frontiers of deeptech.