The best investors, like the best scientists and engineers, refuse abstractions—they go see for themselves. To understand a business, an economy, or a transformation like the one unfolding today, you walk the factory floors, talk with coders, and listen for the hum of progress before it shows up in the data.| Nightview Capital | Fundamental equity investors
Three emergent themes shaping the decade ahead: Chinese innovation, autonomous transport, and intelligent automation.| Nightview Capital | Fundamental equity investors