Lessons from Investment Gurus

The Most Important Thing

 Successful investing requires thoughtful attention to many separate aspects, all at the same time. 
Omit any one and the result is likely to be less than satisfactory.

The idea of the most important things—each is a brick in a solid wall, and none is dispensable. 

Yesterday Stripe announced a $925M advance market commitment (AMC) in an attempt to accelerate carbon removal.

What are your thoughts? What interesting companies / projects do you know in the space?

Stripe

Yesterday Stripe announced a $925M advance market commitment (AMC) in an attempt to accelerate carbon removal.  What are your thoughts? What interesting companies / projects do you know in the space? Stripe Introducing Frontier—a $925M advance market commitment (AMC) to accelerate carbon removal.   https://twitter.com/stripe/status/1513850236929822722

Nate

The latest edition of Azeem Azhar newsletter, Exponential view, provides a compelling graph to summarize the matter.
https://www.exponentialview.co/email/aee33f2e-cee6-493a-b656-7a79e68ced6e/

The decarbonation levers according to the last IPCC report are compared to the amounts invested by VCs over the last 2 years.
--> blatant mismatch, especially when it comes to biodiversity restoration/preservation.

After 10 years in the #Impact Investing space, I have sooo many questions about this initiative:
- EFFECTIVENESS: how effective and efficient the solutions funded will be?

- TIME SCALE: how they will balance deep-tech uncertain long term solutions vs low-tech immediately available cost-efficient solutions?

- GREENWASHING: will it not be used as a green pass to keep on growing consumption (when the IPCC insists on the need for significant behavioural changes on the demand side)?

- CARBON MARKETPLACE: will it become a massive carbon offset marketplace, given the leverage of the founding partners in global economy cash flows?
#Data is beautiful

Data is beautiful

The latest edition of Azeem Azhar newsletter, Exponential view, provides a compelling graph to summarize the matter. https://www.exponentialview.co/email/aee33f2e-cee6-493a-b656-7a79e68ced6e/  The decarbonation levers according to the last IPCC report are compared to the amounts invested by VCs over the last 2 years. --> blatant mismatch, especially when it comes to biodiversity restoration/preservation.  After 10 years in the #Impact Investing space, I have sooo many questions about this initiative: - EFFECTIVENESS: how effective and efficient the solutions funded will be?  - TIME SCALE: how they will balance deep-tech uncertain long term solutions vs low-tech immediately available cost-efficient solutions?  - GREENWASHING: will it not be used as a green pass to keep on growing consumption (when the IPCC insists on the need for significant behavioural changes on the demand side)?  - CARBON MARKETPLACE: will it become a massive carbon offset marketplace, given the leverage of the founding partners in global economy cash flows? #Data is beautiful

Hi, I’m Azeem Azhar. I convene Exponential View to help us understand how our societies and political economy will change under the force of rapidly accelerating technologies – every Wednesday we do t

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Illegitimi non carborundum

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