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In this letter, we explore five transformative trends we’re tracking in 2025 and beyond.
Here’s a few ideas based on panels and conversations we experienced at CES.
Welcome to The Nightcrawler, a weekly collection of thought-provoking articles and analysis on technology, innovation, and long-term investing. The Nightcrawler is published every Friday evening by Eric Markowitz, a partner at Nightview Capital and the firm’s Director of Research. Follow him on X.  Subscribe here.  In this evening’s email… Quote of the week: “It is not enough to be busy; so are the …
Welcome to The Nightcrawler, a weekly collection of thought-provoking articles and analysis on technology, innovation, and long-term investing. The Nightcrawler is published every Friday evening by Eric Markowitz, a partner at Nightview Capital and the firm’s Director of Research. Follow him on X.  Subscribe here.  In this evening’s email… Quote of the week: “The art of survival is a story that never ends.” …
Reflection doesn’t come naturally to me, but writing—especially for others—makes it non-negotiable. These aren’t just lessons.  They’re pieces of a year that shaped me. 
By: Arne Alsin | CIO, Nightview Capital Imagine a baseball game. The stands are buzzing, and the crowd is arguing about the winner. But here’s the thing: the players haven’t even taken the field. In my view: that’s Tesla today. Some investors, I’ve seen, are already treating it like the ninth inning. They’re debating whether …
Welcome to The Nightcrawler, a weekly collection of thought-provoking articles and analysis on technology, innovation, and long-term investing. The Nightcrawler is published every Friday evening by Eric Markowitz, a partner at Nightview Capital and the firm’s Director of Research. Follow him on X.  Subscribe here.  In this evening’s email… Quote of the week:  “Success is the sum of small efforts, repeated day-in and …
It’s precisely these moments of irrationality that create opportunity.
"We are what we repeatedly do. Excellence, then, is not an act, but a habit." — Aristotle  
"The most dangerous phrase in the language is, 'We've always done it this way.'" – Grace Hopper  

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