Quantum computing - when should companies start paying attention
There are parallels with AI - companies that “front-ran” AI are big winners now. These include NVIDIA, Alphabet, Microsoft, and Tesla.
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What we are thinking about
Getting clarity on the biggest changes in the world
Positioning for a 1980s /1990s-style global economic boom from upcoming financial markets deregulation
The Trump administration has made it clear that it plans to deregulate banking. The US government has spoken about reducing bank regulatory capital, reducing bank liquidity requirements, and making bank stress tests less difficult to pass.
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AI will result in much more software. What this will mean for companies.
AI is going to result in much more software. We think about the implications of this for companies, and about what companies should be doing about this now.
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Understanding what China's new Five-Year Plan will mean for the world
China is finalizing its next Five-Year Plan - for 2026 to 2030. This decides what China will do and become in the medium term. As the world's second largest economy, and one of the world's most important technological and military actors, this is important for governments and companies around the world.
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Recent defaults in the private credit market and the risk of a 2008-type crisis
We have seen two large private credit market defaults in the last few weeks. There are some parallels to the 2008 crisis - where problems in the credit market turned into problems for the global economy. We work on figuring out how this might play out.
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Securitization as a solution for our $2 trillion+ data center build out
Data centers need large-scale and long-term funding. Securitization has moved from niche to mainstream since 2018 to fund for hyperscalers and colocation operators.
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