Research & Insights

Research & Insights

Q&A with Kingsmill Bond

“In about 80% of the world today, it’s cheaper to deploy solar and wind than it is to generate electricity from gas and coal. And within a couple of years, it’s basically going to be every major country in the world.”

The Big (Auto) Short: The end of the combustion engine

Who will fall victim to the unprecedented changes in the automotive and transportation industries? There are several disruptions coming to a head—seemingly at the same time— from the transition to electric vehicles, to shared mobility, to online vehicle purchasing.

Q&A with Clayton Christensen

“Market-creating innovations are an engine for economic growth, both for companies and countries.”

Will Oil and Gas Companies Be Disrupted By Renewables?

“In about 80% of the world today, it’s cheaper to deploy solar and wind than it is to generate electricity from gas and coal. And within a couple of years, it’s basically going to be every major country in the world.”

Behind the Scenes at Tesla’s Gigafactory: Field Notes From Our Recent Visit

For the uninitiated, the Gigafactory is a massive battery factory located in the Nevada desert. The keyword here is massive. The structure has a footprint of 1.9 million square feet, which houses about 4.9 million square feet of production space—making it the second-largest building in the United States.

Too Many Corporations Act For The Short-Term. That Should Change.

As long-term investors, we want corporations to be thinking about the future.

Q&A with Donald Sadoway

“In the end, the market is the arbiter. If you want to find someone who's Debbie Downer, talk to a battery guy. Battery guys are pessimists, they’re skeptical, and they're very tribal.”

Q&A with Martin Ford

“So, that's the possibility of the future. Getting there is not easy, transitioning to that is going to be very difficult.”

The Future Of Media: Disruptions, Revolutions And The Quest For Distribution

The curious thing about disrupted industries is that very often, when you’re living through them, it’s hard to recognize just how monumental the changes truly are. Case in point: Media and entertainment.

Is Tesla A $1,000 Stock? [Written pre-split]

Electric Vehicles: Is the Model 3 the new iPhone?

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