Energy Tech: A Brief History and the InfraTech Opportunity

Over the past 20 years, the energy technology sector has experienced three distinct “hype cycles”, each characterized by initial capital surges followed by significant market corrections. Today, the industry has entered a fourth era, defined by a broader structural imperative: sovereign resilience and self-sufficiency. Governments and institutional investors have come to recognise that the failure […]

Where Infrastructure Sectors Meet

The most consequential infrastructure investments today sit not within subsectors but at their intersections. Understanding them requires understanding what is shifting within each subsector first. The definition of infrastructure is expanding, and the lines between traditional subsectors are becoming increasingly harder to draw. Power, water, transport, and digital infrastructure are becoming interdependent, both technically and […]

Redesigning The Grid

How ageing networks, volatile supply, surging demand, and a new generation of technology are redesigning the grid. The electrical grid is, by any measure, the largest machine ever built. For most of the twentieth century it operated on the simple premise of large, centralised generators pushing electrons in one direction, down high-voltage transmission lines, through […]

The Long Road to First of a Kind

The Long Road to First of a Kind First of a Kind (FOAK) refers to the first scale deployment of a new technology. It is often associated with the valley of death, where the massive capital required to cross from pilot to commercial scale leaves many startups stranded. And just reaching FOAK does not guarantee […]

Care GP Launches Three new Agents

After the succesful launch of Care GP’s medical document processing agent – Samantha – CareGP is launching three new agents in August. Corina – handling customer emails Veronica – handling phone calls Bill – patient and work cover debt collection

Quadrivium announces partnership with Retelit to launch data centre in Genoa

Quadrivium announces partnership with Retelit, to build QGEN01, a 12 MW carrier-neutral subsea cable landing data centre in Genoa, scheduled to go live in Q4 2025. The facility is designed to host up to eight submarine cable systems, connect directly to Italy’s main Internet exchange via Retelit’s Avalon Campus, and establish Genoa as a new […]

Actia Partners with Levels

In August Actia partnered with Levels to back their small cap PE-style property management rollup. Levels is consolidating the fragmented property management industry in the UK, leveraging AI and tech applications to achieve meaningful margin uplift and economies of scale within their portfolio companies.