Insights

Opinion from our partners.

Where we see capital, policy and technology heading — on AI, energy and the markets being built around them.

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Opinion AI and Capital Markets

Who Gets to Own the AI Economy? Krishan Rattan of Terra Invest on AI IPOs

AI could create industries our existing market categories do not yet describe. Public markets should give more people a stake in them.

Krishan Rattan · 4 min read

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Opinion AI and Scientific Discovery

The Radically Optimistic Case for AGI: Ankiti Bose of Terra Invest

AGI could accelerate the search for cures, help us build beyond today's limits and open up knowledge that feels almost magical. I want us to pursue that future.

Ankiti Bose · 5 min read

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Opinion AI and Entertainment

Who Will Build the Next Disney? Ankiti Bose of Terra Invest on AI and Worlds That Remember

The next great entertainment company may be built around a world that remembers you, and it could start with one founder.

Ankiti Bose · 4 min read

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Opinion AI and Energy

The AI Economy Will Need More Power to Think: Krishan Rattan of Terra Invest

Cheaper intelligence will invite more ambitious work. The countries that deliver reliable power will host the AI economy that follows.

Krishan Rattan · 4 min read

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Opinion Energy and Geopolitics

Modi's Energy Ambition Is About India's Freedom to Act: Krishan Rattan of Terra Invest

Energy security is a country's ability to keep functioning when normal arrangements fail. India is poised to build that capability before it becomes an emergency.

Krishan Rattan · 4 min read

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Opinion India and Innovation

India Should Build Companies With Musk's Ambition: Krishan Rattan of Terra Invest on Modi and AI

India should be a natural place to build exceptionally ambitious technology companies. Its AI and industrial agenda is making that credible.

Krishan Rattan · 4 min read

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Opinion Green Hydrogen

Modi's Hydrogen Bet Could Redraw the Industrial Map: Krishan Rattan of Terra Invest

Green hydrogen could change where the world's industrial work happens. India can export sunshine and the engineering behind it.

Krishan Rattan · 4 min read