
Our view
Over the last three decades, we have been inventors, founders, managers, board members, advisors, and investors in a significant number of the most transformative companies born over that time span. Energy, water and resources are not the limit of our experience; we were also there for the computer revolution, the biotech revolution, the datacomm revolution, the semiconductor revolution and the Internet revolution.
In the course of those experiences we have developed a keen sense of repeating patterns of how change occurs, of what makes for big entrepreneurial winners, and of why incumbent corporations are slow to react to transformative changes to industries they once dominated.