Visualizing the brain, NVIDIA-powered robots, and more
Mar 27 2024
By Cameron Tierney
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Welcome to Nightpixels, a data-driven visual blog about investing, business, and technology.
Nightpixels is published each week by Nightview Capital Research Analyst Cameron Tierney. Follow him here on X.
Sign up for Nightpixels below, delivered via our weekly newsletter, The Nightcrawler.
Betting handle on women’s sports has quadrupled in the last 3 years
This is a visual from work done by Dr. Charles Hillman during his tenure at the University of Illinois (2000-2016). As philosophers like Friedrich Nietzsche have postulated for decades, getting outdoors and moving around is not only good for our bodies, but also for our brains.
Redditors appear to be uniquely obsessed with… Reddit
Reddit IPO’d last week. It’s one of the last big web 2.0 platforms to go public – and it’s certainly a unique platform. In the company’s S-1 filing, management detailed that many Reddit users are not active on other platforms. The chart shows that 32% of Reddit users in Q4 2023 were not active on Facebook, 37% inactive on Instagram, and so on. Directly from the S-1: “Because Reddit is interest-driven versus friends-and-follower driven, and because Redditors have control over their identity, they often seek information on topics important to them that are not visible to social media platforms. For example, a Redditor might privately explore how to cure their acne, but they are unlikely to share this with friends on other platforms publicly. As such, Reddit offers advertisers a chance to reach users that other platforms cannot in the most contextually relevant ways.”
EVs are, in fact, lower emissions than ICE vehicles
BloombergNEF recently published a detailed emissions report covering the lifecycle emissions of electric vehicles. They confirmed what we at Nightview have found in our research for several years: EVs are lower emissions than combustion vehicles by a wide margin when the lifecycle use is considered.
The NFL announced it is expanding the Global Markets Program to new teams and markets. The global markets program grants NFL teams the rights to market their teams and the sport in specific domiciles, though it’s not about broadcast rights. The most recent expansion includes highlights like Japan, South Korea, and Argentina, as well as new teams with international rights like the New York Giants and Detroit Lions. This is another step in the NFL’s global expansion—and could have long-term implications for the growth around America’s most made-for-TV sport.
This information should not be considered a recommendation to purchase or sell any particular security. It should not be assumed that any of the investments or strategies referenced were or will be profitable, or that investment recommendations or decisions we make in the future will be profitable. This article contains links to 3rd party websites and is used for informational purposes only. This does not constitute as an endorsement of any kind. While Nightview uses sources it considers to be reliable, no guarantee is made regarding the accuracy of information or data provided by third-party sources. Nightview Capital Management, LLC (Nightview Capital) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Nightview Capital including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request.
This has been prepared for information purposes only. This information is confidential and for the use of the intended recipients only. It may not be reproduced, redistributed, or copied in whole or in part for any purpose without the prior written consent of Nightview Capital. The information contained in this article is distributed for informational purposes only and should not be considered investment advice or a recommendation of any particular security, strategy or investment product. Certain economic and market information contained herein has been obtained from published sources prepared by other parties. While such sources are believed to be reliable for the purposes used herein, Nigthview Capital does not assume any responsibility for the accuracy or completeness of such information. Further, no third party has assumed responsibility for independently verifying the information contained herein and accordingly no such persons make any representations with respect to the accuracy, completeness or reasonableness of the information provided herein. Unless otherwise indicated, market analysis and conclusions are based upon opinions or assumptions that Nigthview Capital considers to be reasonable.
Welcome to Nightpixels, a visual blog about investing, business, and technology. Nightpixels is published each week by Nightview Capital Research Analyst Cameron Tierney. Follow him here on X and Linkedin. Sign up to receive weekly Nightview Capital updates below. Airpods are a bright spot in Apple’s wearables division Apple’s wearables segment has grown from $12.8 billion in …
Welcome to Nightpixels, a visual blog about investing, business, and technology. Nightpixels is published each week by Nightview Capital Research Analyst Cameron Tierney. Follow him here on X and Linkedin. Sign up to receive weekly Nightview Capital updates below. Since 1991, often considered the birth year of the modern internet, the percentage of the global population that …
Nightpixels
Visualizing the brain, NVIDIA-powered robots, and more
Get our latest thinking
straight to your inbox.
Welcome to Nightpixels, a data-driven visual blog about investing, business, and technology.
Nightpixels is published each week by Nightview Capital Research Analyst Cameron Tierney. Follow him here on X.
Sign up for Nightpixels below, delivered via our weekly newsletter, The Nightcrawler.
Betting handle on women’s sports has quadrupled in the last 3 years
This is a visual from work done by Dr. Charles Hillman during his tenure at the University of Illinois (2000-2016). As philosophers like Friedrich Nietzsche have postulated for decades, getting outdoors and moving around is not only good for our bodies, but also for our brains.
Source.
Nvidia GTC: Project GR00T and Humanoid Robotics
Redditors appear to be uniquely obsessed with… Reddit
Reddit IPO’d last week. It’s one of the last big web 2.0 platforms to go public – and it’s certainly a unique platform. In the company’s S-1 filing, management detailed that many Reddit users are not active on other platforms. The chart shows that 32% of Reddit users in Q4 2023 were not active on Facebook, 37% inactive on Instagram, and so on. Directly from the S-1: “Because Reddit is interest-driven versus friends-and-follower driven, and because Redditors have control over their identity, they often seek information on topics important to them that are not visible to social media platforms. For example, a Redditor might privately explore how to cure their acne, but they are unlikely to share this with friends on other platforms publicly. As such, Reddit offers advertisers a chance to reach users that other platforms cannot in the most contextually relevant ways.”
Source.
EVs are, in fact, lower emissions than ICE vehicles
BloombergNEF recently published a detailed emissions report covering the lifecycle emissions of electric vehicles. They confirmed what we at Nightview have found in our research for several years: EVs are lower emissions than combustion vehicles by a wide margin when the lifecycle use is considered.
Source.
NFL expands its international strategy
The NFL announced it is expanding the Global Markets Program to new teams and markets. The global markets program grants NFL teams the rights to market their teams and the sport in specific domiciles, though it’s not about broadcast rights. The most recent expansion includes highlights like Japan, South Korea, and Argentina, as well as new teams with international rights like the New York Giants and Detroit Lions. This is another step in the NFL’s global expansion—and could have long-term implications for the growth around America’s most made-for-TV sport.
Source.
**Disclosures:**
This information should not be considered a recommendation to purchase or sell any particular security. It should not be assumed that any of the investments or strategies referenced were or will be profitable, or that investment recommendations or decisions we make in the future will be profitable. This article contains links to 3rd party websites and is used for informational purposes only. This does not constitute as an endorsement of any kind. While Nightview uses sources it considers to be reliable, no guarantee is made regarding the accuracy of information or data provided by third-party sources. Nightview Capital Management, LLC (Nightview Capital) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Nightview Capital including our investment strategies and objectives can be found in our ADV Part 2, which is available upon request.
This has been prepared for information purposes only. This information is confidential and for the use of the intended recipients only. It may not be reproduced, redistributed, or copied in whole or in part for any purpose without the prior written consent of Nightview Capital. The information contained in this article is distributed for informational purposes only and should not be considered investment advice or a recommendation of any particular security, strategy or investment product. Certain economic and market information contained herein has been obtained from published sources prepared by other parties. While such sources are believed to be reliable for the purposes used herein, Nigthview Capital does not assume any responsibility for the accuracy or completeness of such information. Further, no third party has assumed responsibility for independently verifying the information contained herein and accordingly no such persons make any representations with respect to the accuracy, completeness or reasonableness of the information provided herein. Unless otherwise indicated, market analysis and conclusions are based upon opinions or assumptions that Nigthview Capital considers to be reasonable.
5 Charts Showing the Increasing Demand for Smart Wearables
Welcome to Nightpixels, a visual blog about investing, business, and technology. Nightpixels is published each week by Nightview Capital Research Analyst Cameron Tierney. Follow him here on X and Linkedin. Sign up to receive weekly Nightview Capital updates below. Airpods are a bright spot in Apple’s wearables division Apple’s wearables segment has grown from $12.8 billion in …
5 Charts Showing How Smartphones have Driven the Growth of the Internet
Welcome to Nightpixels, a visual blog about investing, business, and technology. Nightpixels is published each week by Nightview Capital Research Analyst Cameron Tierney. Follow him here on X and Linkedin. Sign up to receive weekly Nightview Capital updates below. Since 1991, often considered the birth year of the modern internet, the percentage of the global population that …