,
4 tweets,
1 min read
Read on Twitter
Summary of contrarian takes for Anthemis insights which will back or parry our theses in various verticals, for embedded finance:
Mobility: build more roads
Dedicated lanes will enable fully autonomous vehicles. competing with short haul flights + costing less high speed rail
Mobility: build more roads
Dedicated lanes will enable fully autonomous vehicles. competing with short haul flights + costing less high speed rail
Financial Services rails: WeChat is the Internet of Money, not blockchain
China's internet is transactional vs ad based and will have profound implications.
China's internet is transactional vs ad based and will have profound implications.
Energy: consume more (sustainably) to fight climate change
The issues of pollution (bad) and climate change (critical) are separate. If climate change is inevitable now, then we have to geo-engineer which requires progress which has ALWAYS come with increased consumption.
The issues of pollution (bad) and climate change (critical) are separate. If climate change is inevitable now, then we have to geo-engineer which requires progress which has ALWAYS come with increased consumption.
Food: a reverse of the barbell trend in other markets, as dark kitchens and home delivery hit both ends of the 'barbell' home cooking and restaurants. In general food is an overlooked sector with innovation happening across the board.
