The Nightcrawler

The Nightcrawler

Issue #8

Solar and wind can capture 100 times the current demand for global energy; Amazon's Jeff Wilke: Focus on the inputs, not the outputs; A deep-dive on Tesla's structural battery pack advantages; The $100 million deli owned by institutional investors.

Issue #7

Are you down with VPP? (Yeah, you know me); As an investor, are you an (a) assassin, (b) rabbit, (c) hunter, (d) connoisseur, or a (e) raider?; The $41 trillion question: Do investment consultants provide value?; Can Vimeo become the Youtube-as-a-Service platform for creators?

Issue #6

Being certain about uncertainty; Jeff Bezos on the value of originality; Poker & Investing; Electric charges made against a big battery SPAC.

Issue #5

How the color red influences investor behaviors and actions; $123 billion in long-term equity declines across the fossil fuel sector; Are we about to see an epic boom in entrepreneurship?; The four pillars of Shopify.

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.

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

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