Research & Insights

Research & Insights

Charting the race for energy in the Age of AI

AI, the cloud, and crypto mining have created skyrocketing demand for computing power — and electricity.

The new ethos permeating the investment world

Welcome to The Nightcrawler, a weekly collection of thought-provoking articles and analysis on technology, innovation, and long-term investing.

The AI manifesto from a Silicon Valley legend

Field Report: 5 Takeaways from We, Robot

Most investors had an immediate, gut reaction to last week’s Tesla’s Robotaxi event, and I understand why. I was there—it was a spectacle.

Charting the Evolution of Nuclear Energy

The Kevin Kelly interview: The power of “radical optimism”

Kelly Kelly insists that to truly play the long game we must embrace optimism.

The thrill is in the hunt — not just the victory

"Wisdom begins in wonder." — Socrates

The timeless value of inefficiency

“Don’t judge each day by the harvest you reap but by the seeds that you plant.” — Robert Louis Stevenson

The Trillion-Dollar Answer to AI’s Biggest Question

(Hint: Look at Tesla and Google.)

The essential skill to master across life and business

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Our weekly newsletter written by Eric Markowitz, Nightview Capital’s Managing Partner.

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