A Trillion Dollar Prize – Who will be the winners and losers in the new mobility paradigm?


Josh Gilbert
Business models in the transportation sector have stayed largely consistent over the past century, but today we are seeing a paradigm shift that is challenging the established order. Incumbents, both the old guard of auto OEMs and the nouveau riche TNCs, are facing a confluence of new systemic models and technologies challenging their core offerings. One of the key drivers of these systemic changes are autonomous and self-driving technologies. The brains of a vehicle, in the form of either radar or... Read More »

Mobikes, Mo’ Problems – How are cities dealing with the bikesharing gold rush?


Josh Gilbert
There’s now more than 8 million bicycles in Beijing, that’s a fact! Over the last 12 months, bikesharing companies have raised over $6 billion dollars in equity financing, with an array of startups rapidly deploying this capital by rolling out services globally. Much of this capital has gone to a select few Chinese companies – Ofo and Mobike – which have quickly moved beyond China into markets in Europe, Singapore and the US. [caption id="attachment_17496" align="aligncenter" width="751"] Bike sharing investment... Read More »

Don’t get left behind! Can we make smart city mobility solutions work for all?


Josh Gilbert
Dense urban environments throughout the world are booming, with populations soaring as opportunities attract people to cities. Today, more than half of all humans live in urban areas. Further, this growth is set to continue over the coming years, with the number expected to hit 66% by 2050. This influx of people and goods trying to get into and around our cities is a difficult but potentially lucrative issue to resolve. Here at CTG, we’ve brought together leading startups in... Read More »

Energy Access: The future of the market


Josh Gilbert
Worldwide, there are over 1.4 billion people without energy access. On the African continent alone, 620 million people lack access not only to the electricity grid, but also to all the accompanying benefits that go along with a connection, with only kerosene-powered solutions. The issue is both a pressing humanitarian problem and an environmental opportunity. Responding to the risks and rewards, venture capital is increasingly being mobilized within the sector – with over $100 million invested in 2017 Q4, according... Read More »

Rethinking Transportation: Are we seeing a death of the industry as we know it?


Josh Gilbert
At CTG’s European Advisory Board meeting last month, we welcomed James Arbib from the think tank RethinkX to discuss a recent report that predicts severe disruption within the transportation industry. The report states that we are standing at the cusp of one the most important transitions in human history, away from internal combustion engines and car ownership, and towards vehicle electrification and a new model of mobility: transportation-as-a-service (TaaS). Here, we’ll have a look at some of the report’s conclusions, and... Read More »

Made In Space: How space manufacturing is becoming a reality


Josh Gilbert
Over recent years, we have seen a renaissance in innovation and investment in the “new space” sector. Enabled via convergent technological trends, start-ups and innovators are driving rapid growth in areas such as satellite data and geospatial analytics. Made In Space is among a cohort of new space companies hoping to drive humanity into the cosmos, and to engender revenue-generating, space-based industry along the way. Much of the media coverage of MIS has focused upon headline-grabbing future applications, such as... Read More »

Profiling Orbital Insight – Geospatial Analytics Innovator


Josh Gilbert
Several synergistic and convergent trends are acting as a catalyst for the recent investment boom in geospatial analytics companies. Constellations of smaller, smarter satellites are being launched into space, providing high frequency imaging and enabling near-real-time monitoring of the earth. Leaps forward in AI and data science are allowing companies to convert near-constant streams of imaging and data into more than just satellite imagery, providing actionable insights for clients in a range of industries. Here, we profile one of these... Read More »

Cleantech Meets Space: A month’s worth of deals changing how we see the planet


Josh Gilbert
Here at CTG, it is our goal to keep our network of investors and corporates up to date with the latest trends, and share our perspective on the industries we cover that are simply doing “more with less.” As an example of one such industry, we are looking at spacetech, satellite networking, and geographic information systems (GIS) as specific areas where venture capital has become increasingly utilized, with significant cleantech relevance. Through the billionaire-backed efforts of SpaceX, Blue Origin and... Read More »

Why Elon Musk is Wrong – The Future of Hydrogen-Fuelled Transportation


Josh Gilbert
“Extremely silly,” “very difficult," “terrible” and “incredibly dumb.” A few choice words which suggest Elon Musk doesn’t believe in a future in which hydrogen-powered vehicles play a particularly important role. But he’s wrong. In this blog post, we aim to highlight some of the success stories in the sector, and suggest that there are in fact many reasons to be cheerful when imagining an (at least partly) hydrogen-powered future. The Argument Against Despite what we here at CTG see as... Read More »

What City Traders Can Tell Us About the Future of Cleantech


Josh Gilbert
In a recent CTG Insights article (a bi-monthly publication written for our i3 subscribers), we examined the lithium-ion battery market, which is composed of several emerging markets such as EVs and grid storage, as well as the decades-established $20B consumer electronics market. With EVs specifically, the nascent market has rapidly grown, with BNEF projecting an 18.2% CAGR from 2013 through 2040, and with the passing of the 2 million mark of EVs on our roads earlier this week, the trend shows... Read More »