Palantir is offering an open end-to-end platform that could fix data integration in big corporations. Heard Alex Karp say they would never try to eliminate jobs like the Valley did. Maybe for blue collars that is the case, but I suspect their product is so good that might raze white collar corporate America. I expect productivity increases from this platform to be spectacular.
Over the next decade we will see the foundations of the transition to renewables and EVs. For all the stick we give America it has managed to start the transition to solar pretty aggressively. However, there is a major roadblock ahead: supply chains. The supply chains of raw materials is set to become a geopolitical tussle between America and China, with the latter accounting for the majority of battery production at all stages right now. Nickel, lithium and cobalt will be key protagonists of a transition that can decentralize energy and create all sort of ways to interface with our own private grids.
Apeel poses a radical change to the future of agriculture. Food waste and deficient agricultural logistics have been an issue for too long now. Apeel offers a chemical composition that protects vegetables and will allow the shelf-life of products to at least 2x. This has massive effects on the demands placed on the soil, prices and amounts of food neeeded.
Working at Skyscanner I keep a constant eye on the folks at Airbnb. Their product is a textbook example of the beauty in simplicity. Airbnb is a simple idea that can create magical experiences that still has huge market potential. The key to their growth and profitability depends on their ability to reduce costs per acquisition. If they can do that they are sailing towards a $200bn+ valuation at least.