Investment work across frontier sectors
At Seeds Capital, Akshat Gupta works on thematic public-market research across robotics, AI infrastructure, semiconductors, biotech, and defense.
- Authored equity research across robotics and AI, semiconductors, and biotech
- Decomposed robotics value chains with moat analysis and forward multiples
- Studied companies including Hyundai/Boston Dynamics, Broadcom, Samsung, and SK Hynix
- Covered defense names including LMT, HON, RTX, and GD
- Pitched weekly insights directly to the CIO