Topic
Energy
3 pieces
Research Oct 2025
AI Infrastructure Wars: Energy Production Defines Global Supremacy
AI energy consumption is now compounding four times faster than grid capacity additions. Which countries resolve the mismatch first will determine which countries lead in artificial intelligence over the next decade.
Research May 2025
From Bretton Woods to Weaponized Interdependence: A VC Playbook for the Geo-Tech Age
The post-Cold War consensus around rules-based free trade has wound down. What replaces it — and the three technology categories that sit at its critical seams.
Research Aug 2022
What Compounds in Climate
The Inflation Reduction Act, the European energy crisis, and a year of climate extremes converge into a different investment case for climate technology — one that no longer needs the environmental argument to clear capital diligence.