Areas of conviction
The next decade.
Four themes he believes will shape the world.
Themes
Where he looks.
01
Aerospace & autonomous systems
Drones, autonomous aviation and dual-use platforms.
02
Energy transition
The long shift in how the world produces and uses energy.
03
Healthcare & longevity
Better care for longer, healthier lives.
04
Digital infrastructure
The networks and data systems underneath it all.
Durable themes, patient capital.