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Research & Insights
Research & Insights
Articles
Energy 2.0
How virtual power plants (VPPs) and software are creating new, renewable, and disruptive opportunities for long-term investors.
April 5, 2021
The Nightview Team
The Nightcrawler
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.
April 2, 2021
The Nightview Team
The Nightcrawler
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.
March 26, 2021
The Nightview Team
The Nightcrawler
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.
March 19, 2021
The Nightview Team
The Nightcrawler
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.
March 12, 2021
The Nightview Team
Articles
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.”
December 1, 2020
The Nightview Team
Articles
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”
November 9, 2020
The Nightview Team
Articles
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.’”
October 2, 2020
The Nightview Team
Articles
2020 Investor Outlook
We are heading towards a carbon-free future. The renewable energy revolution is a multi-trillion dollar opportunity.
December 24, 2019
The Nightview Team
Articles
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.”
October 28, 2019
The Nightview Team
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Energy 2.0