I specifically watch the advertisements on TED, because the companies sponsoring this stuff, deserve my eyeballs for a few extra seconds. Watch this video.
Archive for the ‘Future’ Category
Who wants to play the ‘oil end game’? I DO, I DO, I DO!
Thursday, May 22nd, 2008Solar Power Heading for Grid Parity: Who Wins?
Thursday, May 22nd, 2008I can’t for the life of me own a stock where the PEs are higher than the temperature of the energy source they are trying to harvest from. Solar stocks are in the stratosphere, I thought about buying FSLR and writing the calls, but I don’t quite want $27.5K dedicated to one position….nor the downside.
That leads me to thinking about the companies who will benefit from Solar.
During the tech boom, we all poured money into innovation, and it’s why the internet runs so smoothly today. Without the fiber optic cable all the big boys paid to lay with share holder money, well, I might not be blogging right now. Most of the guys that did the leg work to set up the networks had major problems reaping the revenue when they commoditized their product. Turns out, some of them went bankrupt, and since you can’t pull up already laid cable the bankrupt companies were sold off by banks for pennies on the dollar.
Same thing is likely starting now, we’re pouring money into solar stocks, and the innovation from the money will eventually lead to grid parity solar energy prices.
So when this grid parity happens – who wins? That’s a million dollar question we got a little time to think about.
Anybody want to discuss? Any ideas? I’m looking for names who are going to install these products and improve margins as they sell un-used energy back to the grid.
I’m Thinking about Becoming an Expert: Which Field?
Wednesday, May 21st, 2008In a global economy, if you’re not adding value, you’re going to be left behind. If you don’t carve out a niche for your own importance, well…there’s a bunch of Indians and Chinese who are going to out-run you. Totally serious, trends are scary, education is being commoditized. Make no mistake, if you are not a leader, you will be forced into the opposite. For the followers, or the ones not adding value, the world will make sure to it that your life will suck…I’m talking to the growd under 30 and not a millionair or happily married.
I’m 23, ready to start making impact. I’ve got a modest advantage compared to my peers financially, so I’ve got to put it towards good use. Nothing was ever handed to me, I worked hard…so don’t hate.
The question is, what niche do I carve myself?
Right now, I’m thinking Solar, Wind, or Water. These are areas that are going to be important for the next 100 years, at least…(right?)
Thanks to my diverse degree in engineering, I’d understand the technology deep at the roots of every one of these topics, but now which one should I run with?
Yah the capitalist in me knows that if you become an expert in any of these fields, it should lead to amazing returns in the ‘folio…BUT it will also lead to opportunities to contribute to society some way some how – obviously, as an engineer, I’m speaking in context of innovation but, but I mean I don’t want to waste my brain, time or money on designing the next UI for RIM, or checking sodium meta bi-sulphate levels at Ontario Power…been there done that. That work is for [educated] zombies. Like, actually do some good for the world….somehow…down the road. And maybe, i’ll never get my shot at it, but experts are tomorrows’ change agents…so I’d rather open the door, leave the option, to potentially become a change agent reather than definately stay a zombie.
I’m talking about marrying a trend here, for life, and serious about it…like…live, eat, and breath a trend…so I can have a chance to make impact. I’m talking present value.