Portfolio Companies Served
Glimpse has developed a proprietary X-ray computed tomography (CT) scanning software suite that offers comprehensive assessments of battery manufacturing quality. This enables real-time visualization, collaboration, and analysis of battery cell quality.
Tulum Energy, a startup, produces clean turquoise hydrogen for industrial uses via methane pyrolysis and repurposed equipment. TDK Ventures’ investment boosts Tulum’s tech, leveraging electric-arc plasma to achieve cost parity with traditional hydrogen and cut carbon emissions.
Current & Ongoing Deep Explorations
Perovskite Solar
While silicon PV is nearing its theoretical performance limits, perovskite-silicon tandem cells have already achieved a record 34.85% efficiency, offering a path to significantly lower the Levelized Cost of Energy ($LCOE$). This highlights a mature startup ecosystem—averaging eight years in age—with over $500 million in funding already deployed across players.
Edge AI
The Edge AI market presents a significant opportunity, with an estimated value over $20 billion and a projected growth of 20% CAGR into the 2030s. This growth is driven by the demand for low-latency, local AI and is supported by new hardware and AI models. The fragmented landscape creates a chance for startups to gain a foothold.
