Doctor-Turned Venture Capitalist Explains Why Hardtech Is the Next Great Investment Cycle: Inside ATOMS’ Strategy in Life Sciences, Cleantech, Automation, and Physical AI

In this episode, physician, entrepreneur, and venture capitalist Jay Yarlagadda shares his perspective on the evolving venture capital landscape and why hardtech is emerging as one of the most compelling investment opportunities of the next decade. Drawing from his experience at ATOMS, an early-growth venture fund focused on life sciences, cleantech/sustainability, and automation & physical AI, Jay discusses the convergence of healthcare, engineering, and frontier technologies shaping the future of industry and human performance.

The conversation explores where traditional venture capital is falling short, why real-world infrastructure and deep technical innovation matter again, and how founders building in complex regulated markets can create enduring enterprise value. From medical devices and diagnostics to robotics, industrial automation, and climate technologies, this episode offers an inside look at the sectors positioned to define the next wave of innovation.

Watch the full episode live on YouTube: https://www.youtube.com/live/rWPPVG51iDQ

Join the conversation on LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:7458164590753820672/

Listen to the live broadcast on X: https://x.com/i/broadcasts/1dGYljOWZXlKX