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Gerard’s Substack

Gerard Reid
Tens of paid subscribers

My personal Substack

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Substack
PricingOnly free issuesPublishesWeekly
Issues148Founded3 years agoLast Issue5 days ago
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Latest Issues

Investing in The Fifth Industrial Revolution

I believe we are at the start of the Fifth Industrial Revolution, which will be the largest technological and economic transformation in our lifetime. It will be driven not by one technology but by the convergence of artificial intelligence...

5 days ago
15
2

Europe Cannot Tariff Its Way to Technological Sovereignty

Europe has finally woken up to the dangers of technological dependence. Unfortunately, there is now a real risk that we respond by making ourselves weaker rather than more competitive. Across batteries, solar, power electronics, semiconduct...

15 days ago
12
3

The European automobile industry was warned but didn’t listen…

Some years ago, I was invited to give a dinner speech on the future of energy and sitting directly opposite me was the former CEO of one of Europe’s leading automobile manufacturers. During my talk I argued that the electrification of trans...

23 days ago
28
8

The Quiet Revolution Reshaping the World of Electricity

One of the things that has fascinated me over the last few years is that while the world has become obsessed with batteries, AI and data centres, very few people have noticed that another technological revolution is quietly taking place und...

a month ago
66
9

Europe is Sleepwalking into the Age of AI

By Gerard Reid and Carsten Pfeiffer

While European political leaders continue to debate how to regulate artificial intelligence, the United States and China are increasingly treating it as a strategic national asset. Case in point Anthropi...

2 months ago
9
2

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  • Gerard Reid

    Energy, Finance & Geopolitics | Making Sense of Disruption | Investor & Advisor | Co-Founder Alexa Capital

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