Research & Insights

Research & Insights

What long-term investors can learn from John Keats

"We are what we repeatedly do. Excellence, then, is not an act, but a habit." — Aristotle  

What we can learn about resilience from the Pantheon 

"The most dangerous phrase in the language is, 'We've always done it this way.'" – Grace Hopper  

How AI is ushering in a creative renaissance

“To achieve great things, two things are needed: a plan and not quite enough time." – Leonard Bernstein  

How to win the long game: fight unfair fights

“To be yourself in a world that is constantly trying to make you something else is the greatest accomplishment.” — Ralph Waldo Emerson

Inside the world’s most important company

"It is not that I'm so smart. But I stay with the questions much longer." — Albert Einstein

Mark Zuckerberg’s 4 steps to approach life 

"An early-morning walk is a blessing for the whole day." ― Henry David Thoreau

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.

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