Research & Insights

Research & Insights

Issue #4

Cracking the "Covid code” with genomic sequencing; How Spotify uses machine learning and AI to curate your playlists (podcast); Leveraging neural nets (and a First Principles approach) to create a fully autonomous transportation system.

Issue #3

Using computer vision and AI to unlock autonomous transportation (podcast); How to pick the stock pickers; The five psychological attributes of any successful long-term investor; The second boom of renewable technology innovation is here.

Issue #2

How to prepare for the robot and AI revolution; Meet the godfather of AI—an upright Brit named Geoff Hinton; There is a trillion-dollar bubble brewing in conventional energy assets.

Issue #1

Virtual worlds, digital economies, and, yes, NFTs; The big battery boom (and why lithium is the new oil); Riding winners—when it's a winner-take-all game.

Q&A with Tony Seba

“We are on the cusp of the fastest, deepest, most profound disruption of the energy sector in over a century.”

Q&A with Arne Alsin and Philip Bland

“And one thing that gets us really excited about the future, it's not just the opportunity set—it’s that we think we’re really early. And we think lots of investors will begin to see the world how we do, it’s just a matter of time”

Q&A with Arne Alsin and Eric Markowitz

“So as an investor, just from a risk perspective, you want to think in terms ‘I want to own companies that are going to last, that have a long runway for growth and prosperity.’”

2020 Investor Outlook

We are heading towards a carbon-free future. The renewable energy revolution is a multi-trillion dollar opportunity.

Q&A with Kingsmill Bond

“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.”

The Big (Auto) Short: The end of the combustion engine

Who will fall victim to the unprecedented changes in the automotive and transportation industries? There are several disruptions coming to a head—seemingly at the same time— from the transition to electric vehicles, to shared mobility, to online vehicle purchasing.

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