Investing in the transition to a sustainable economy
summary
Claims that global warming emissions total 110 million tons per day and trap heat equal to 400,000 Hiroshima bombs every 24 hours; roughly half of added emissions would drop out over 20–30 years if emissions stop. Investment thesis: Generation invests in growth-stage green companies (Proterra, Gogoro, m-Kopa, Nest, SolarCity) to prove ESG boosts returns. Technology wins include wind/solar scale, batteries (largest installed in South Australia), and AI efficiency like DeepMind cutting Google server energy use by 56%, making rapid decarbonization financially feasible.
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chapters (6)
- 0:00Introduction
- 5:26Do we really have to change
- 14:03Can we change
- 18:16Solar energy
- 21:30The digital revolution
- 25:14Why invest in sustainability
