investing
David Rubenstein recently interviewed Phillip Laffont, Founder and Portfolio Manager of Coatue, at a Bloomberg wealth conference. The video made its rounds on X over the last week and is well worth the 30-minute watch. One line at the end of the interview struck me in the context of the
jobs
The US isn’t the only one with an energy transition fueled labor shortage. New data suggests the UK faces one too.
climate
Can I successfully connect my kids' TV habits to Napoleon and then turn it into a commentary on climate? Let's give it a shot.
investing
To be a good investor, we must be passionate about where we spend our time. Otherwise, the ups and downs of the job would eventually wear us down. To be passionate about something, we must be optimistic that where we spend our time matters and that our research will lead
venture capital
This week, the Wall Street Journal published a post encouraging Silicon Valley to embrace the boring side of the insurance industry. Reading the post through the lens of the energy transition, I felt like the Leo meme. At Energize, we have an internal saying, “Build the engine to match the
investing
Fear and greed are two permanent conditions of human nature. They’re also two of the only lessons we can apply to all investing cycles. Fear of missing out on the next winner and the greed of letting it ride to the top to take every last penny describe almost
energy tranisiton
Goldman Sachs released an excellent 4-part series this week on electric vehicles. "The Future of Four Wheels" highlights the electrification of vehicles and what we can expect from autonomy over the next few years. There were a few takeaways for me that seem obvious but are monumental shifts.
software
AI companies are struggling with gross margins, what can they learn from the industrial software giants?
climate tech
The news covering solar, wind, and electric vehicles has been negative lately. Are things as bad as they seem?
climate
We can't predict the future, but what can we count on to remain the same?
climate
5 reasons why climate M&A is primed for an active 2024
climate
Adoption gives way to a new type of risk