4min chapter

FYI - For Your Innovation cover image

Technologies Are Converging

FYI - For Your Innovation

CHAPTER

Investing in Innovation Platforms

There are five innovation platforms that we focus on. They include energy storage or battery technology, public block chains, rabotics and sequencing. Collectively, they expect to um a crew over 200 trillion dollars in value over ten years. We're not assuming that investors ere going to play pay some kind of extra normal amount for the cash flow spilling off these platforms. Instead, you can roughly think about it as defining most of these technologies is being priced as generating a five % cas flow yield in out year.

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