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  • Articles

Q&A with Clayton Christensen

“Market-creating innovations are an engine for economic growth, both for companies and countries.”
  • Articles

Will Oil and Gas Companies Be Disrupted By Renewables?

“In about 80% of the world today, it’s cheaper to deploy solar and wind than it is to generate electricity from gas and coal. And within a couple of years, it’s basically going to be every major country in the world.”
  • Articles

Behind the Scenes at Tesla’s Gigafactory: Field Notes From Our Recent Visit

For the uninitiated, the Gigafactory is a massive battery factory located in the Nevada desert. The keyword here is massive. The structure has a footprint of 1.9 million square feet, which houses about 4.9 million square feet of production space—making it the second-largest building in the United States.
  • Articles

Too Many Corporations Act For The Short-Term. That Should Change.

As long-term investors, we want corporations to be thinking about the future.
  • Articles

Q&A with Donald Sadoway

“In the end, the market is the arbiter. If you want to find someone who's Debbie Downer, talk to a battery guy. Battery guys are pessimists, they’re skeptical, and they're very tribal.”
  • Articles

Q&A with Martin Ford

“So, that's the possibility of the future. Getting there is not easy, transitioning to that is going to be very difficult.”
  • Articles

The Future Of Media: Disruptions, Revolutions And The Quest For Distribution

The curious thing about disrupted industries is that very often, when you’re living through them, it’s hard to recognize just how monumental the changes truly are. Case in point: Media and entertainment.
  • Articles

Is Tesla A $1,000 Stock? [Written pre-split]

Electric Vehicles: Is the Model 3 the new iPhone?
  • Articles

Q&A with Noël Perry

“The solution that we get out of this would be unrecognizable to you and I in our 2017 vision; it's so radical. Trucking is so ubiquitous and it is such an extraordinarily important part of our economy. If you don’t have transportation, you don’t have an economy.”
  • Articles

Q&A with Steven Clifford

“This is a very corrupt system and it is based on assumptions that are indefensible. It stuns me that no board has really taken this on.”

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