Insights & analysis.
Blog posts, analysis, and updates from the front line of commercialising transformative technology.

Two cultures, one roof: the corporate venturing problem
One approach is not better than the other, venture or corporate, but culturally they are fundamentally different, and will attract completely different leadership and capabilities. Not acknowledging and respecting the differences is a completely delusional fallacy.

Deep technology has a timing problem, and Family Offices are the answer
That leaves hard technology needing a different kind of investor: one with no deployment deadline, genuine understanding of the sector, and comfort with a decade-plus horizon.

The unglamorous key to unlocking HVAC innovation
Unfortunately, companies in this sector often confront one particularly frustrating hurdle: the value stack gets ripped up between the entity that owns the building, owns the HVAC plant (e.g. chillers, heat pumps), and pays the heating and cooling bills.

Europe just told its industrial base that decarbonisation is negotiable
Loosening the carbon market is like treating the patient’s fever by breaking the thermometer.