Exploring the intersection of technology, politics, and power in shaping the future.
politics-markets
Key Takeaways * Large diversified corporations risk losing strategic coherence amid competing lean business units. * Startups and spin-outs often benefit from focus, speed, and clearer capital allocation. * Fiduciary duties can delay structural change, even when such change may unlock long-term value. The Rise and Reassessment of the Conglomerate Model Conglomerates historically
technology-power
3 Takeaways * AI attracts record sums because it is fast, visible, and narratively simple. * Sectors with long timelines or complex science — animal health, deep tech, climate, infrastructure — fight for attention. * Mispriced capital slows progress in industries critical to resilience. Venture capital often markets itself as the engine of disruption. But
technology-power
Key Takeaways * AI’s ceiling isn’t chips — it’s electricity. Fortune * Data-centre power demand is set to more than double this decade. IEA+1 * The U.S., EU, and China face diverging energy realities — and geopolitical consequences. U.S. Energy Information AdministrationReutersClimate Energy Finance The signal: energy, not code