Showing posts from 2020

Ocean Innovation Investing Opportunities

Blue Innovation From the Commonwealth Nations

Commonwealth Blue Charter The Secretary General of the Commonwealth nations Patricia Scotland just laid out what she sees as new opportunities to invest in the emerging Blue Ocean Economy.  She notes that 95% of the world's oceans are still unexplored.  The value of global ocean assets is conservatively valued at $24 Trillion and the global ocean economy is worth $2.5 Trillion a year, according to experts cited by Secretary General Scotland. There is a series of investment opportunity ideas that the 53 Commonwealth nations have signed on to in their new Commonwealth Blue Charter. The Commonwealth nations that span the UK to Canada, Kenya, India and Australia include 1/3rd of all world coastal waters and 42% of all coral reefs within their jurisdictions.  Their commitment to the Blue Ocean Charter has the potential of a big impact.
Blue Fashion, Blue Renewable Energy, Blue Fishing, Blue Bonds Here are a few of the investment opportunities …

London Streets' Facial Recognition Cams

Very Controversial Street Surveillance System

Purpose to Stop Violent Crime London is becoming one of the largest city in the Western world to utilize advanced and highly controversial facial recognition cameras on its streets.  China is the biggest user of the technology.  Critics are calling London "Beijing Lite".  Critics argue facial recognition technology violates individual's privacy and has an extremely high false positive rate of 81%, according to independent research.
European Union, Google and Microsoft Snooping Wars Major players are weighing in on this emerging, disruptive technology.  The European Union has proposed a 5 year temporary ban on use of facial recognition technology until the kinks are ironed out and abuses can be thwarted.  At Davos this week, Alphabet/Google CEO Sundar Pichai revealed that he supports a temporary ban.  On the other hand, Microsoft CEO Brad Smith does not support any delays.
London Metropolitan Police Deployment London police are n…

Car-less, Ride Sharing Future via GM

GM Investing in Ride Sharing

GM's Cruise Origin Cars are expensive to buy, insure, park, fuel and maintain.  They pour tremendous amounts of pollution into the air, globally on a daily basis.  Personal vehicles have low utilization  rates.  For all of those reasons and more, GM is moving to capitalize on a significant, alternative driving trend for the near future: ride sharing.
California Cruising GM's self driving subsidiary Cruise just unveiled its new vehicle Origin in San Francisco.  Origin is a new, ride sharing shuttle that can carry up to six passengers.  It's all-electric, totally autonomous and specifically designed for ride sharing.  For GM, this is a mass production vehicle as they believe the market potential for it is big.  The vehicle has no steering wheel and no pedals.  The vehicle is a new and additional business model for GM.  The company has petitioned US transportation officials for approval to deploy it on US roads. 

Mercedes Benz Latest Concept Car

Electric, Autonomous Driving Future

Unique Concept Car Based on Avatar Movie When Mercedes Benz looks at the future of driving, it envisions all-electric, autonomous vehicles.  The Vision AVTR concept car captures their imaginative, creative vision.  The design of  this sustainable, electric, autonomous concept car was influenced by the blockbuster, sci-fi movie Avatar that was released in 2009.
Driving with No Steering Wheel The technology and technology concepts in the car are spectacular.  There's a 110 kilowatt hour electric motor that produces 469 horsepower and  has a range of 435 miles.  The car self-drives and has no steering wheel.  Mercedes Benz designers say the car would establish "a biometric connection with the driver".
Driving on the Vegas Strip

The Vision AVTR took a spin on the Las Vegas Strip recently at the 2020 CES.  There are transparent doors, a vegan leather and recycled interior and the wheels glow with LED lights.  Incredibly, the vehicle can move s…

Google's AI & Health Care Ops

Using AI on Health Care is One of the Biggest Opportunities for 2020's, Google Thinks
AI & Your Health This is fascinating and directional advice on the future of artificial intelligence from the CEO of Google and its parent company Alphabet.  Sundar Pichai revealed, before the huge global corporate crowd at the 2020 World Economic Forum in Davos, that for the next five to ten years the greatest potential for using AI is to improve health care outcomes.  That is going to be a major focus for Google's development of AI. The Google CEO added that the tech giant will preserve the privacy of patients benefitting from the new AI powered devices and tech that Google will develop.  He made those comments today in Davos.
Potential Uses are Profound CEO Pichai said the potential for this AI HC tech is profound.  His example in Davos was cancer.  If it means the difference in outcomes, the disease can be devastating. Pichai says on lung cancer, if five specialists agree and five othe…

Volocopter Air Taxi Ready for Takeoff

CEO Says Fleets of Electric Air Taxis Deployed in 2022

Electric VTOL
Volocopter CEO Florian Reuter says fleets of Volocopter air taxis will be flying in 2022.  The flying taxi is the world's 1st, manned, fully electric VTOL (vertical landing and takeoff vehicle).  It's fully sustainable, drone like technology that has been successfully flown in demonstrations in a number of global cities.  Volocopter is headquartered in Germany.  Reuter made the announcement in Davos during the 2020 World Economic Forum.

100% Electric with Zero Emissions and VoloPorts
According to Volocopter, their air taxi meets international certifications to be as safe as an airliner.  It's 100% electric powered and emissions free.  The drone like VTOL can carry two passengers.  And, it's quiet with the 18 electric powered rotors on one level.  Volocopter has a whole ecosystem to support their air taxis.  Specifically VoloPorts to connect the VTOLs with inner city traffic hubs such as airports and bus…

Davos 2020 Focuses on Sustainability, CC

More Than 100 Billionaires in Attendance

Several Global Corporations Rising to the CC Challenge The 2020 World Economic Forum in Davos, Switzerland is now underway.  It opened with President Donald Trump saying "America is thriving, flourishing and winning again", just hours before his impeachment trial began in Washington, DC.  The Forum is focused on sustainability, sustainable business and accelerating action globally to thwart Climate Change.  Mr. Trump is not expected to discuss Climate Change, which he doesn't believe in.  Climate activist 17 year old Greta Thunberg, Time's Person of the Year, will also give a keynote address.  There are more than 2,000 participants including 113 billionaires.  Interestingly on the eve of the Forum, several global companies have announced detailed plans to combat Climate Change.
Nestle, Amazon, Microsoft, Black Rock Swiss food giant Nestle is investing $2 billion to use recycled plastics and cut its use of new plastics by 1/3rd b…

Subaru Aggressive EV Plan

Targets 2030's To Sell EVs Only

Aims for Carbon Free Society Japan's Subaru Corp. just announced that it's targeting the first half of the 2030's to sell only electric cars worldwide.  The automaker has a long term goal of helping to foster a carbon free society.  Subaru's plan is bold and ambitious.  It comes just as Subaru announced an intensified relationship with Toyota to essentially share the costs of developing new technologies for electric and self-driving cars.
Detailed Plan Subaru has a series of specific targets it wants to meet in order to go all-electric.  First, it will develop a "strong hybrid" that will include Toyota technologies. The "strong" hybrid is believed to be in concept stage right now. The strong hybrid will complement its current line-up of hybrids and hybrid plugins.  It's also building an all-battery vehicle with Toyota.  Both new vehicles should be available later in this decade.
2030 and Beyond Subaru says their…

For Smartphone, Virtual Keyboard

Samsung's SelfieType with Selfie Camera

Powered by Cameras and AI Samsung is developing a virtual keyboard for smartphones.  It uses AI and image recognition to create an invisible keyboard.  The purpose is to increase productivity by increasing the size of the keyboard for you to work on.  The system creates the virtual keyboard on hard surfaces like a desk.
Fascinating Practicality The market potential for this input method is significant because many people find it cumbersome to type on a touchscreen.  Samsung's invention relies on the phone's front facing selfie cameras and AI.  The system analyzes and translates finger movements into typing commands.  All, in real-time.  No additional components are needed.  This could become part of some Galaxy phones and tablets in the near future through a software update. 

US Renewable Energy Investments Soar

Green Tech Investments Up 28% in US 2019, a Record

Wind and Solar Lead the Way
Despite the Trump Administration's views on Climate Change and renewable energy, US companies broke records in their investments in green technology in 2019.  Investments hit $55.5 billion, which is up 28%.  That catapulted the US to second place in renewable energy investments behind China, whose financial bet on renewables fell 8% to $83 billion. Clearly, China remains the far ahead leader in pushing renewables.  Europe's renewable energy investments fell 7% to $54 billion, right behind the US. Interestingly, Brazil's financial investment soared by 74% to $6.5 billion.  The data was collected by Bloomberg.

New Green Energy Technologies
The big investment push in the US for new renewable energy technologies and expansions is by wind and solar energy companies.  They're rushing to qualify for federal tax credit that end later this year.  There is growing sentiment across the US that renewables…

Flying Taxi Fueled by Investors

Joby Aviation's $590 Million Investor Infusion

Toyota Lead Investor There's a flying taxi readying for takeoff.  Joby Aviation, which develops electric flying taxis, has secured $590 million in investment money.  Toyota is the lead player at $394 million, followed by Intel Capital, Jet Blue VC and Toyota's AI Ventures.  Joby Aviation, headquartered in northern California, has developed a very impressive VTOL (vertical takeoff and landing) vehicle.
Electric VTOL Joby's flying taxi goes up to 200 mph, 150 miles + on a single charge, is 100-times more quiet than conventional aircraft and has zero carbon emissions.  The vehicle seats 4 passengers, vertically takes off like a helicopter and smoothly transitions to forward flight.  The $590 million is the biggest investment ever made in a flying taxi company.
Big Players eVTOLs are the hottest category of flying cars.  Six urban air mobility vehicles are currently moving forward in the FAA's certification process. The playe…

India's Green Auto Expo 2020

Clean, Green Vehicles that Cut Emissions to be Showcased

Green Vehicles and Clean Technology
India's Auto Expo 2020 opening in February will showcase green, clean, primarily electric vehicles developed by global automakers.  65 brand new vehicles will be showcased along with cutting edge technologies.  Organizers in India say there will be new emissions technology, safety tech and advanced connectivity through SIM cards embedded in vehicles.

Big China Presence
Six big China automakers are coming to display their cutting edge vehicles, including Great Wall Motor Company.  Great Wall's top leadership is coming and bringing a Chinese press delegation of 100 members.  85% of  global automakers are participating.  Many of the participants are expected to showcase their BS-VI technology that's targeted at cutting carbon emissions. Much tougher emissions standards are going into effect in India to dramatically cut toxic pollution from vehicle exhaust.

Green Energy Tech Startup from MIT

Eden GeoPower
Cleaner Oil Extraction Eden GeoPower is a green energy startup founded by MIT PhD. candidate Paris Smalls and Saudi Aramco geophysicist Ammar Alali who recently graduated from the University of Houston.  They've invented a unique, electric and environmentally sound technology that provides much cleaner and environmentally sound oil and gas extraction.
Fracking Wells Current fracking techniques rely on water under high pressure to extract oil and gas.  The process generates runoff that is highly polluted and can seep into groundwater.  Eden GeoPower offers a Pulsed Electric Reservoir Stimulation technology that's inexpensive and environmentally correct.  The process is not water intensive and results in no water runoff and no noise pollution.  It's a cleaner energy alternative in extracting gas and oil. The process results in higher extraction rates of oil and gas from fracking wells without causing environmental damage and big noise pollution.
Market Potential

Microsoft's Big Climate Change Fight

Plans to Remove Carbon from Atmosphere with Target Dates

Commitment from the Top Microsoft has joined the fight against Climate Change in a big way.  It just announced that by 2030 it will have removed more carbon from the atmosphere than it emits.  And, by 2050, it hopes to have taken out as much CO2 as all the direct emissions the company has made since its founding in 1975.
Very Different, Innovative Approach The world's largest software company's approach to fighting Climate Change is quite different and innovative.  Most companies promise to cut ongoing emissions or prevent new ones.  By contrast, Microsoft's pledge to remove existing carbon from the atmosphere is unique for corporate America.
CEO Leadership The commitment to fighting Climate Change is coming from Microsoft CEO Satya Nadella.  Speaking today at Microsoft's Redmond, Washington headquarters, he said we, as a global company, have to offset the damaging effects of Climate Change.  He added if global tempe…

Sustainable Investing to Fight CC

$7 Trillion Point of View

BlackRock Goes Green BlackRock, based in New York City, is the world's largest asset manager with $7 Trillion under management.  CEO Larry Fink just announced that he's making fighting Climate Change a key part of his investment strategy. His focus is sustainable investing. He says that the dangerous impact of Climate Change is causing investors "to reassess core assumptions of modern finance."
Concrete Steps Fink has a strategic plan that he's implementing.  Essentially, he's greatly escalating holdings in green, sustainable investment vehicles.  Specifically, he's: Doubling BlackRock's sustainable ETFs to 150Putting pressure on index providers to include more sustainable benchmarksSelling $500 million worth of investments in thermal coal producers by JulyVoting against boards and management who don't account for climate risk or don't have a sustainability plan.Investing Advice As a global investment leader, Fink's …