Latest News from the World’s Leading Innovators

Granite Bay Capital

An innovation focussed investment company

Granite Bay Capital is an innovation focussed investment company with a deep focus on the companies at the leading edge of innovation across major themes such as AI, ubiquitous computing, sustainability, automation and longevity.

Thematic (Sector/Industry)

<p>Headline Development A lot of momentum continues around the metaverse. A few people were close to the pin on Facebook’s new name…..MetaBook, Metanet, MetaRack...even MetaMark being amongst the favourites.  However, Meta came out on top - or Meta Platforms (MVRS) to be precise.</p>

Headline Development A lot of momentum continues around the metaverse. A few people were close to the pin on Facebook’s new name…..MetaBook, Metanet, MetaRack...even MetaMark being amongst the favourites.  However, Meta came out on top - or Meta Platforms (MVRS) to be precise.

<h2>Headline Developments</h2><p>At 90, William Shatner became the oldest person to ever reach space, telling Blue Origin’s Jeff Bezos “what you have given me is the most profound experience” that “I hope I never recover from”.  I’m sure Bezos also breathed a huge sigh of relief because if anything happened to Captain Kirk there would have been one hell of a reaction from Star Trek fans!</p><p>Microsoft (MSFT) and Nvidia (NVDA) have trained the world’s most advanced AI-powered language model, Megatron-Turing Natural Language Generation (MT-NLP), containing 530 billion parameters to achieve unmatched accuracy across natural language tasks such as reading comprehension and commonsense reasoning.</p>

Headline DevelopmentsAt 90, William Shatner became the oldest person to ever reach space, telling Blue Origin’s Jeff Bezos “what you have given me is the most profound experience” that “I hope I never recover from”.  I’m sure Bezos also breathed a huge sigh of relief because if anything happened to Captain Kirk there would have been one hell of a reaction from Star Trek fans!Microsoft (MSFT) and Nvidia (NVDA) have trained the world’s most advanced AI-powered language model, Megatron-Turing Natural Language Generation (MT-NLP), containing 530 billion parameters to achieve unmatched accuracy across natural language tasks such as reading comprehension and commonsense reasoning.

<p>Headline Developments SpaceX (private) is set to launch The Pentagon’s next-generation national security satellite to orbit - the first launch with a reused rocket.  The launch of the GPS III SV05 for Space Force (below) will take place using the same Falcon 9 rocket booster that launched GPS III SV04 last November.</p>

Headline Developments SpaceX (private) is set to launch The Pentagon’s next-generation national security satellite to orbit - the first launch with a reused rocket.  The launch of the GPS III SV05 for Space Force (below) will take place using the same Falcon 9 rocket booster that launched GPS III SV04 last November.

Focused on the Climate–Nature Nexus., Carbon Tracker Initiative

Carbon Tracker Initiative

Focused on the Climate–Nature Nexus.

Carbon Tracker and Planet Tracker - part of the Tracker Group - are award-winning, non-profit financial think tanks focused on the climate–nature nexus.

Equity Bottom-Up

<ul><li>Alternative jet fuels (AJF), often referred to as sustainable aviation fuels or SAF, are unlikely to deliver material emissions cuts this decade.</li><li>Even if all existing, under-development and announced projects ran at full capacity, AJF would account for only about 5% of global jet fuel and meet less than half of projected demand growth by 2030.</li><li>Longer-term, hurdles like high costs, scarce sustainable feedstocks and weak bankability may keep further scaling constrained.</li></ul>

Alternative jet fuels (AJF), often referred to as sustainable aviation fuels or SAF, are unlikely to deliver material emissions cuts this decade.Even if all existing, under-development and announced projects ran at full capacity, AJF would account for only about 5% of global jet fuel and meet less than half of projected demand growth by 2030.Longer-term, hurdles like high costs, scarce sustainable feedstocks and weak bankability may keep further scaling constrained.

Safran SA - Sustainable Aviation - Fuel Disclosure

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

<ul><li>DeepSeek is a significant factor driving global chip demand with implications for various industries including automotive.</li><li>Tesla and Tata are in talks regarding the sourcing of EV components, highlighting the growing importance of electric vehicles in the market.</li><li>Tim Cook's visit to China to discuss collaboration with DeepSeek signals potential advancements in the supply chain and technology sectors.</li></ul>

DeepSeek is a significant factor driving global chip demand with implications for various industries including automotive.Tesla and Tata are in talks regarding the sourcing of EV components, highlighting the growing importance of electric vehicles in the market.Tim Cook's visit to China to discuss collaboration with DeepSeek signals potential advancements in the supply chain and technology sectors.

Tech Supply Chain Tracker (25-Mar-2025): DeepSeek impacts chip demand globally.

United States

The Boeing Company, together with its subsidiaries, develops, produces, and markets commercial jet aircraft, as well as provides related support services to the commercial airline industry worldwide.  The Company also researches, develops, produces, modifies, and supports information, space, and defense systems, including military aircraft, helicopters and space and missile systems.

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Boeing Co (BA US)

Weekly Innovation Review (WIRE) #56

Headline Development A lot of momentum continues around the metaverse. A few people were close to the pin on Facebook’s new name…..MetaBook,...

Granite Bay Capital

Weekly Innovation Review (WIRE) #53

At 90, William Shatner became the oldest person to ever reach space, telling Blue Origin’s Jeff Bezos “what you have given me is the most profound...

Granite Bay Capital

Weekly Innovation Review (WIRE) #36

Headline Developments: SpaceX (private) is set to launch The Pentagon’s next-generation national security satellite to orbit.

Granite Bay Capital

Safran SA - Sustainable Aviation - Fuel Disclosure

Alternative jet fuels (AJF), often referred to as sustainable aviation fuels or SAF, are unlikely to deliver material emissions cuts this...

Carbon Tracker Initiative

Tech Supply Chain Tracker (25-Mar-2025): DeepSeek impacts chip demand globally.

DeepSeek influencing chip demand, Tesla considering Tata for EV components, Tim Cook in China for supply chain collaboration, TSMC denies Intel...

Tech Supply Chain Tracker

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