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Buy Nvidia, Tesla, Amazon, Apple, Google, and perhaps First Solar. Sell electricity suppliers, oil companies, oil pipelines, car makers, car insurers, parking companies, and others. Watch this important video.

TonySeba

This brilliant presentation will blow you away.

It’s about how technology kills and creates industries — and does it so very quickly.

Stanford University futurist, Tony Seba, has spent the last several decades studying technology disruptions.

This video will change your investment thinking today. It’s changed mine.

Watch his presentation: Click here. I watched it three times last night.

Tony Seba has also written two books, available from (where else) Amazon.

CleanDisruption

Some of the conclusions from this book:

Exponentially improving technologies such as solar, electric vehicles, and autonomous (self-driving) cars will disrupt and sweep away the energy and transportation industries as we know it. The same Silicon Valley ecosystem that created bit-based technologies that have disrupted atom-based industries is now creating bit- and electron-based technologies that will disrupt atom-based energy industries.

Clean Disruption projections (based on technology cost curves, business model innovation as well as product innovation) show that by 2030:
– All new energy will be provided by solar or wind.
– All new mass-market vehicles will be electric.
– All of these vehicles will be autonomous (self-driving) or semi-autonomous.
– The car market will shrink by 80%.
– Gasoline will be obsolete. Nuclear is already obsolete. Natural Gas and Coal will be obsolete.
– Up to 80% of highways will not be needed.
– Up to 80% of parking spaces will not be needed.
– The concept of individual car ownership will be obsolete.
– The Car Insurance industry will be disrupted. The taxi industry will be obsolete.

SolarDisruption

To buy his books, click here. 

Learn more about Seba’s present activities: Click here.

HarryNewton
Harry Newton, who skipped all the usual jokes today because Seba’s conclusions are so important for our investment thinking. His words on solar will blow you completely away. 25% of houses in Australia already have solar.