Hyperscalers Google and Microsoft are best positioned to win the AI race long-term because they combine deep cash reserves, ability to repurpose data centers for other workloads, and exclus…

Robotics investment momentum from 2025 will continue into 2026, with humanoid robots becoming commercially available for households, potentially from multiple Magnificent Seven companies be…

SpaceX's Starship dramatically reducing launch costs acts as a 'space elevator,' making space accessible and kickstarting a broad wave of space tech innovation.

The vast majority of valuable data has never been on the internet or seen by models; the real AI winners will be those who can access and train on this offline proprietary data, not those w…

Europe's push to reshore critical supply chains (per Draghi plan) creates manufacturing investment opportunities, but investors must avoid rebound effects where efficiency gains merely incr…

Parallel to energy cost declines, labor costs will drop dramatically through AI and robotics, enabling Europe to overcome resource constraints through automation and biomanufacturing.

Planet A's core thesis expects energy costs to decline toward zero over the next two decades, fundamentally changing manufacturing, compute, and resource economics in Europe's favor.

As a resource-poor continent, Europe must master circular economy technologies—recycling, material synthesis, bioeconomy, biomanufacturing—to sustain industrial output within planetary boun…

The venture market is split between AI companies achieving zero-to-$100M in years at 5x step-up valuations and traditional venture logic; 2025 will reveal whether AI revenue is sustainable…

Early-stage European ecosystems in UK, Sweden, Nordics, Munich, and Zurich are seeing angel money return and better company building, though corporate incumbents lag in urgency compared to…