Musings on Investing, Deep Tech and Innovation
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Hydrogen on the Rise
I’ll admit, I started the conversation as a hydrogen skeptic. But PowerUP is tackling real problems with field-tested products, clearly defined markets, and partnerships that can scale. That’s a story worth paying attention to. Read.
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Over-Hyped and Over Weight on AI?
The S&P bandwagon very top-heavy in tech, tied to the current AI hype-cycle. But what happens when coroprates don’t find as big (or fast) a gain from AI as promised? Read.
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Chip Dip
AI, High-performance compute (HPC), cryptocurrency and IoT are all driving the need for denser racks and more power… and immersion cooling for high-end servers is an emerging solution. Read.
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Re-Inventing the Wheel
Teraloop Oy has recreated the flywheel in carbon fiber. The result is a compact, ultra-reliable power management and back-up system with a lifespan of up to 30 years without degradation – far longer than typical battery solutions. Read.
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The New Cool
Magneto-caloric cooling uses materials that heat-up or cool-down when placed in a magnetic field. No more high-pressure gas, no chemicals, no more noisy pumps. The material science behind it is almost magic. Read.
MNJ Ventures LLC 