Changing our focus from What to Who(m) As humans, we tend to see technology as a thing. The wheel. The steam engine. The iPhone. The generative AI. But investors know that the invention is not the innovation. At the earliest stages of investment, the core criteria are Team and TAM. Team = the signaling pedigree
September 7, 2022 New York Contribution Value Research Rating: HOLD Debt to be raised: $6 BN Promised Economic Development: $3.5 BN / 25 years Promised Emissions Reduced: Decreasing carbon emissions by 3.9 million metric tons per year Price for those opposed: priceless Initiating Coverage: Champlain Hudson Power Express The Contribution Value of an Underground and
Narratives > Models We can all agree we want to transition to a survivable social, environmental, and political climate. Despite the obstacles we all know exist, the real problem is we have a multi-trillion dollar global funding gap, but we do not all share a clear investment map. We cannot agree on the measures: ESG,
By Jennifer DeBernardis (now van der Meer) When I arrived at Trinity College, I didn’t have a master plan. I just knew I was looking for something that could hold the complexity of the world — the contradictions, the beauty, the conflicts between meaning and power. Comparative Religion turned out to be that container. It