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Thematic Overviews
High-level introductions to investable themes across the Fund’s mandate


Why Quantum Matters
Computers have fundamentally changed the world. Now, change seems to be coming for them. Enter quantum computers.

Gregory Chassapis
14 hours ago3 min read


Pulling Carbon from Thin Air: Does Direct Air Capture Have a Future?
Of all the technologies competing to shape the next phase of the energy transition, few are as ambitious or as commercially intriguing as Direct Air Capture (DAC).Unlike point-source capture, which scrubs CO₂ from a smokestack, DAC can be deployed anywhere there is power and storage capacity, addressing emissions regardless of where they originated. That location-agnostic quality is part of what makes it viable, since it is one of the few technologies that can deliver permane

Gregory Chassapis
May 294 min read


Data Centers in Orbit: The Next Frontier for AI Infrastructure
The entire AI industry runs on the assumption that Earth will keep providing enough power, land, water, and silicon to support every chatbot conversation, every generated image, and every frontier model in training.
That assumption is not as safe as it was before mass adoption.

Gregory Chassapis
May 204 min read


Small Modular Reactors
On December 2, 1942, beneath the bleachers of a squash court at the University of Chicago, a team of scientists led by Enrico Fermi carefully withdrew a set of cadmium control rods from a lattice of uranium and graphite blocks. The instruments confirmed what Fermi already suspected: a self-sustaining nuclear chain reaction was underway. There was no explosion, no flash of light- just the quiet clicking of Geiger counters accelerating into a steady hum. The atomic age had begu

Gregory Chassapis
May 84 min read


Supersonic Flight
The next five to ten years could make or break supersonic travel’s comeback. Concorde will always remain an icon, but it is up to us to determine whether it will remain a a glimpse of what might have been, or a guide to what might still be.

Gregory Chassapis
Apr 134 min read


Decarbonizing the Shipping Industry: Pathways to Zero-Emission Container Shipping
Global trade depends on an immense and largely invisible engine: a constant flow of ships moving goods across oceans every day of the year. Maritime shipping carries more than 80% of global trade by volume, making it indispensable to the modern economy, but the sector currently accounts for roughly 3%-5% of global greenhouse gas emissions, and without meaningful intervention, that share could climb toward 10% by 2050 if trade volumes expand as predicted.

Gregory Chassapis
Mar 23 min read


How Renewables are Transforming Architecture and the Built Environment
Renewable energy is reshaping the way we design, construct, and inhabit buildings, turning structures from giants of energy consumption into active participants in a sustainability push toward net zero and beyond.

Gregory Chassapis
Feb 24 min read


Autonomous Fighter Jets: Are Pilots Becoming Obsolete?
The Challenge: The Future of Human Pilots in Aerial Combat Before we get granular about autonomous jets, let’s talk about Top Gun for a second. Hollywood is good at two things: storytelling and captivating visuals. Despite the lack of authenticity in the films (as many current and former pilots pointed out), both succeeded in entertaining their audiences. Beyond the gripping dogfights and cavalier attitudes of the film’s popular alpha-male protagonists, both films serve as h

Gregory Chassapis
Jan 24 min read


Improving the Economics of Space Exploration
In 1962, John F. Kennedy gave a speech at Rice University, one that would be made famous by his declaration that, "We choose to go to the Moon in this decade and do the other things, not because they are easy, but because they are hard." Fast forward 7 years and we put a man on the moon. Unfortunately, following that triumph, the United States largely abandoned space exploration. An almost decade’s long innovation effort and nothing more to show for it outside of flights to t

Gregory Chassapis
Dec 1, 20255 min read
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