Frontier Tech 2025 - Beyond Tomorrow | India’s Leap from Software-Led to Science-First Innovation

India is at an inflection point in its technological and economic evolution. As the country moves towards becoming a $10 trillion economy, Frontier Technology solutions are emerging as a transformative force, addressing critical challenges across industries and unlocking new facets of innovation. At 3one4 Capital, we have been early believers in India’s Frontier Tech potential, actively investing in and supporting category-defining companies that shape the future of Frontier Technology in India.

To deepen our collective understanding of this rapidly evolving landscape, we are excited to introduce our latest report: Frontier Tech - Beyond Tomorrow. This report not only provides a comprehensive analysis of the trends shaping India’s Frontier Tech space but also highlights key sectors where we see the most significant impact and opportunity.

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The Need for a Focused Lens on Frontier Tech

Frontier Tech is fundamentally different from traditional technology sectors. Unlike software or consumer tech, where adoption and monetisation cycles are well understood, Frontier Tech solutions require patient capital, regulatory foresight, and a long-term vision. The sheer complexity of these innovations requires a sharper focus that moves beyond broad technology trends and instead prioritises India’s unique market conditions, talent pools, and industrial capabilities.

India’s policy environment is also evolving to accommodate this shift. Government initiatives, such as the National Deep Tech Startup Policy (NSTSP), along with the recent focus in the Budget 2025-26, demonstrate an increasing commitment to fostering Frontier Tech innovation. These policies, along with mission-driven regulatory interventions in artificial intelligence, quantum computing, and bioengineering, are creating an environment where capital and ingenuity can thrive.

At 3one4 Capital, our investment approach is anchored in this evolving landscape. We work closely with founders and ecosystem stakeholders to bridge gaps in market readiness, regulatory frameworks, and technology commercialisation. Our deep-involvement model ensures that the startups we back are not only building disruptive solutions but also positioning themselves for scalable and sustainable growth.

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Bridging Scientific Ingenuity and Commercial Viability in Frontier Tech

Breakthrough technologies often face the challenge of translating scientific ingenuity into commercially viable business models. While some Frontier Tech solutions can take years to mature, others find immediate industry applications that drive economic returns. At 3one4 Capital, we emphasise a balance between pushing the boundaries of innovation and ensuring long-term economic sustainability.

Many Frontier Tech ventures struggle with early monetisation, making it critical to align technological breakthroughs with viable market demand. Our experience has shown that companies that embed commercial thinking early in their R&D cycles are better positioned to scale. This is why we actively invest in ventures that demonstrate both technological depth and a clear pathway to market adoption.

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3one4 Capital’s Frontier Tech Portfolio Exhibiting a Balance between Growth & Paradigm-Altering Solutions

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3one4 Capital’s Commitment to Frontier Tech

At 3one4 Capital, we have closely examined the rapidly evolving Frontier Tech landscape, identifying 16 high-impact sectors that are poised to redefine industries and create lasting technological breakthroughs. These sectors span critical domains where India has the opportunity to lead globally by leveraging cutting-edge research, industrial capabilities, and a rapidly maturing innovation ecosystem. By strategically investing in these areas, we aim to support the next generation of Frontier Tech companies that will drive economic growth, enhance sustainability, and secure India's position as a leader in deep innovation.

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We have already deployed several of these investment theses into live investments that are translating deep science into scalable solutions. Our investment approach is built on anticipating shifts in industrial value chains by analysing cost curves, technical S-curves, and competitive dynamics. By integrating interdisciplinary insights from researchers, institutions, and industry leaders, we have backed ventures that are actively commercialising breakthrough technologies. Prioritising foundational moats, execution capabilities, and pricing power, we ensure that our investments not only pioneer innovation but also achieve sustainable, venture-scale outcomes in rapidly evolving markets​.

3one4’s Sectors of Focus

While our investments span a broad range of high-impact sectors, this report highlights three critical areas where we see significant technological advancements shaping India's future. These domains—AI in healthcare, clean mobility, and semiconductors—represent foundational pillars of India's innovation landscape, driving both economic and strategic growth.

The Ascent of AI in Contemporary Healthcare

India’s healthcare system faces mounting pressure from increasing demand and uneven access to medical expertise, making technological intervention imperative. Early disease detection, real-time patient monitoring, and precision medicine are transforming care delivery, ensuring timely interventions and improved patient outcomes. AI-driven diagnostics, IoT-enabled monitoring, and data analytics are not just enhancing efficiency but fundamentally reshaping healthcare by reducing hospital burdens, optimising resources, and personalising treatments. These innovations are making high-quality care more accessible and scalable.

Dozee’s AI-powered, contactless monitoring system is revolutionising critical care by detecting early signs of deterioration, enabling timely medical intervention, and reducing ICU admissions. With real-time health tracking, hospitals can optimise resource allocation, improve patient outcomes, and streamline operations, advancing the future of AI-driven healthcare in India.

The Exponential Rise of Clean Mobility in India

The rapid expansion of India's energy and mobility sectors demands innovative solutions to overcome infrastructure constraints and ensure long-term sustainability. Reliable energy storage, efficient charging systems, and scalable mobility solutions are essential to ensuring a sustainable and resilient future. Innovations in ultra-fast charging and next-generation battery systems are transforming how energy is produced, stored, and consumed. These advancements reduce dependency on fossil fuels, enhance energy accessibility, and support the shift towards cleaner, more efficient transportation systems, ultimately enabling a more sustainable and connected economy.

Exponent Energy is tackling one of the most pressing challenges in electric mobility by pioneering ultra-fast charging solutions that drastically cut EV downtime. By optimising battery performance and enabling rapid energy transfer, Exponent is accelerating EV adoption in commercial and industrial sectors, driving efficiency and sustainability across India’s transportation landscape.

Dawn of India’s Semiconductor Renaissance

Semiconductors are at the core of modern technological progress, powering everything from consumer electronics to advanced computing. India’s dependence on global supply chains has highlighted vulnerabilities, emphasising the need to develop domestic capabilities for long-term resilience. Strengthening domestic semiconductor design, fabrication, and research capabilities is crucial for national security, industrial growth, and technological independence. Cutting-edge developments in chip architecture, nanotechnology, and AI-driven semiconductor manufacturing are setting the stage for a resilient and globally competitive semiconductor ecosystem.

AGNIT Semiconductors is driving this shift by focusing on advanced chip design and indigenous fabrication solutions. By building critical semiconductor capabilities within India, AGNIT is helping reduce reliance on imports and ensuring that the country remains at the forefront of next-generation computing and electronic advancements.

By maintaining a sharp focus on these areas, we ensure that our investments not only push the frontiers of science and technology but also align with India’s long-term economic and strategic priorities.

Looking Ahead

The next decade will be defined by India’s ability to build and scale homegrown Frontier Tech solutions. As a firm deeply embedded in this journey, 3one4 Capital remains committed to investing in companies that drive fundamental innovation and contribute to India’s emergence as a global leader in Frontier Technologies.

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