dynamic

deciphered

concise

organized

understand the technology … understand the asset

This is our approach to life.  This is our mission for clients.

We consume the raw information out there, extract the good bits, add our own insight and manage the output.  Our clients receive a dynamic, deciphered, concise and organized view of technology from our flagship 1.0 subscription.

Carbon dioxide does not notice the number of likes and retweets a founder receives.  It notices a carbon capture technology that works.  That is what you should notice.

Learn More About ned 1.0

THE 1.0 SUBSCRIPTION TARGETS TWO PRIMARY MARKETS

Financial

Does understanding the technology matter? Let’s say a portfolio manager has $50 million invested in a semiconductor memory company. They are busy reviewing the charts, and miss a competitor’s patents that begin to issue around a technology that will significantly impact the memory market and their investment. Understanding the technology is an important part of looking forward.

Legal

A patent defines legal protection around an aspect of technology. To understand the patent and its importance you need to understand the technology. Whether it is during drafting or licensing, or in between, understanding the technology and looking at where it might go is important. IP counsel adds value when they understand technology.

Ned Today

23Aug24  energy, energy and energy … The need for renewable energy and an honest discussion around it seems lost.  Society continues to invent more ways to consume energy, think AI and crypto, than to sustainably generate it.  We also forget about rate.  Five to seven years seems to be the common range quoted for the amount of driving needed for an EV to break even versus an ICE, with respect to GHGs.  So, the five to seven years of GHGs i.e. differential arise during production, before the car is off the lot.  This seems like the wrong approach when trying to avoid the climate tipping point.  Climate change needs to be a whole discussion, not just marketing and accounting.

 

 

 

 

previous updates