Themes

I believe that the trend of globalization being replaced by onshoring is undeniable. But, it’s one thing to identify a trend and another to profit from it which gets to my central question for companies restructuring the battery supply chain:…

The pushback that the Inflation Reduction Act is getting from European Union member states seems to be increasing. In early November, the 27 EU nations agreed that the incentives posed by the IRA could damage its economies—a concern that was…

In the final segment of our Battery 101 series, we highlight the companies best positioned to benefit from the electrification of everything. While we have identified around 20 companies that are well capitalized and targeting the battery space, we see…

Last year, we predicted a few items for this year’s gift guide: Nintendo 64 Classic Edition | $50 | We missed the mark – it did not ship. Quest Pro | $1,499 | We got the product right and the…

In a recent interview with Ron Baron, Elon Musk said it’s likely Tesla will get into the mining and refining business in order to secure the critical elements needed for batteries. This is another reminder that demand for battery metals…

For this third report in our “Battery 101” series, our goals are to outline the five most important metals used in lithium-ion battery chemistry, to identify the leaders in global production to date, and to share our outlook on the…

Meta Connect 2022 offered a clear roadmap of the company’s go-to-market metaverse vision. That vision is a departure from Meta’s roots in consumer-first social products and is anchored in the future of work. Targeting the enterprise is an advantageous approach…

This report on the anode is the second of our five “Battery 101” reports. The goal is to outline the key components of EV batteries and note the companies we believe will make the most profit as we shift into…

We’ve written about the imminent electrification of everything and the crucial role of the battery before. New segments are being disrupted by electrification, from homes to recreational vehicles to construction equipment. Essentially, anything powered by gas today will be electric…

The trend line is undeniable. Today, EVs account for about 5% of global car sales. In 2021, an estimated 16.5m EVs were on the road worldwide (according to IEA), compared to about 1.4B vehicles total. Within the next 20 years,…

Tesla’s second annual AI Day is coming up on September 30th. While the event is primarily geared toward recruiting talent for AI, software and chip development (confirmed by Elon on Twitter), it serves a second purpose of outlining the company’s…

For any given topic — financial markets, individual stocks, entrepreneurship, politics — people fit into four categories: apathetic, interested, extremist and transcendent. These mindsets fill the pyramid in inverse order: The apathetic always make up the majority. Most people don’t…