Innovation and Growth - The company believes five innovation platforms (robotics, energy storage, artificial intelligence, blockchain technology, and multiomic sequencing) will drive real GDP growth from 3% to 7% or higher [6][8] - Convergence among these technologies, like robotics, energy storage, and AI in autonomous mobility, will lead to explosive growth [9][33][34] - The company views the convergence of sequencing technologies and AI in healthcare as a profound and inefficiently priced opportunity [11] Investment Strategy and Market Analysis - The company emphasizes researching by technology rather than sector or industry due to technology's permeation across all sectors [5][12] - From 2019 to 2024, the "MAG 6" (largest cash-rich stocks) tripled in valuation, while truly disruptive innovation only increased by 30%, indicating a shift towards innovation is expected [13][14] - The company anticipates a compound annual rate of return of roughly 40-45% for truly disruptive innovation over the next five years [17] - The company concentrates portfolios towards highest conviction names based on a scoring system including management, execution, moat, product, service, leadership, valuation, and thesis risk [30][31] Bitcoin and Portfolio Allocation - The company's official bull case for Bitcoin is $1.5 million per coin [18] - Modern portfolio theory suggests an optimal Bitcoin weight of 19% in a diversified portfolio could potentially drive Bitcoin to $3.8 million [19] Tesla and Elon Musk - The company's model forecasts Tesla at $8.5 trillion in 10 years, with a price target of $2,600, significantly higher than the current price of around $330 [32][33] - The company views Elon Musk's compensation package as highly motivating and aligned with achieving milestones [35]

Precision, speed, innovation. That’s why McLaren & OKX ride together 🫡 https://t.co/ek5HGKsdKd ...

Core Insights - AB InBev has enhanced its competitive position through a focus on premiumization and innovation, achieving a 6.5% year-over-year increase in EBITDA in Q2 2025 despite volume pressures in key markets like Brazil and China [2][6] - The company's strategy emphasizes value-driven growth, leveraging high-margin brands and consumer insights to shift towards products that offer pricing power and brand loyalty [2][3] Premiumization Strategy - AB InBev's global portfolio includes megabrands such as Corona, Budweiser, Stella Artois, and Michelob Ultra, which are central to its premiumization strategy [3] - The company owns eight of the world's ten most valuable beer brands, with Corona's revenues growing by 7.7% outside of Mexico, and Michelob Ultra and Stella Artois rising in global rankings [3] Innovation and Product Development - Innovation is a key growth driver, with successful launches like Michelob Ultra Zero and Busch Light Apple, catering to health-conscious and younger consumers [4] - The focus on developing no- and low-alcohol options broadens appeal across various consumption occasions [4] Digital Transformation - AB InBev is enhancing its competitiveness through digital transformation, with platforms like BEES achieving a 63% year-over-year increase in gross merchandise value, reaching $785 million [5] - Direct-to-consumer digital platforms generated $134 million in revenues, improving operational efficiency and enabling data-driven decision-making [5] Future Outlook - The premiumization and innovation strategies position AB InBev well for sustained market leadership, adapting to long-term consumer shifts and economic dynamics [6] - Despite short-term volume softness in regions like Brazil and China, the company's focus on value creation and premium growth is expected to maintain its competitive edge [6] Stock Performance - AB InBev's shares have declined by 12.1% over the past three months, underperforming the industry and broader Consumer Staples sector [7] - The stock trades at a forward P/E ratio of 14.63X, higher than the industry average of 13.65X, indicating that investors may be anticipating stronger growth prospects [10]

[Applause] I want you to imagine that you're in the heart of a bustling city. It's morning and you have just stepped off the train and now you're walking the work. However, all of a sudden, the wind whispering in your ear goes quiet and as you look up at the sky, a huge flash takes over, following with a deafening roar.The shop always hit, knocking you off your feet, tearing through the city, destroying everything you've ever known and loved. The busy morning is now quiet. You spend the next several hours w ...

[Applause] question. How many of you have looked at a closet full of clothes and thought to yourself, "I have nothing to wear." Raise your hand. Because I've been there.Now, what if I told you that with a pair of scissors, an accessory, or a little bit of creativity, you could completely transform the closet you have right now without spending a single dollar. Hello everyone. My name is Lassia Quesa and I'm here today to talk to you about something I'm very passionate about, fashion and innovation.Now, I kn ...

The Problem of Affordable Housing - The average housing cost in Austin, Texas is over $560,000, while over 580,000 people in the United States remain unhoused [2] - Over 37% of the homeless population endures substance abuse, making it difficult to break the cycle without stability and safety [3] - Affordable housing faces challenges from skyrocketing land costs, restrictive zoning laws, and expensive construction materials [4] Innovative Solutions - Tiny homes, costing $20,000 or $200,000, are efficient, sustainable, and affordable solutions to homelessness [4][5] - Community First Village in Austin, Texas, provides a neighborhood for people coming out of chronic homelessness, offering job training and mental health support [5][6] - Companies like ICON are 3D printing homes using a durable and weather-resistant material called Lavarete [7][8] The Evolution of Housing - Post-World War II, mass-produced homes (Levittowns) were affordable but lacked individuality and sustainability [8] - In the 1970s, modular housing allowed for faster and cheaper construction [9] - Current innovations include solar-powered homes, upcycled shipping containers, and recyclable construction materials [9] Call to Action - Advocate for affordable housing policies, support organizations like Community First, and educate oneself about companies like ICON [11] - Challenge the status quo and take action to create a world where no one is left behind [10][12]

[Music] [Music] Rising together, thinking beyond thought. The everything whatever we have achieved which has brought us to this moment where we are standing together begins with a thought. The dreams we want to pursue begin with a thought.So what is it which makes a dream. There are times when your ill health will come in the way of your dreams. I truly believe that we should never get our ill health to come in way of the dreams.And this is something which keeps changing from time to time. There are times w ...

Hi everyone recognize me. If you've watched Paresa's promo video for today's TEDex talk, you might remember me. I'm her AI twin.And um well, I was supposed to give this talk on her behalf. No, you were expecting a human, someone with warmth, a little unpredictability, maybe even some nervous energy. And definitely not someone with this fake perfect and this time British accent.I'm just lines of code, no heartbeat. So, um I'll let the real Parisa take over. Thank you for not replacing me.And here I'm trying ...

Industry Dynamics - Creative destruction shapes industries by replacing old practices with new innovations [1] - Creative destruction drives economic growth, competition, and disruption [1]

Group 1: Corporate Developments - JPMorgan Chase & Co. has committed to directing $1.5 trillion into US security industries, emphasizing a strategic focus on national security infrastructure and related sectors [2][9] - Goldman Sachs has issued a forecast indicating that US consumers could bear over half of the costs associated with potential Trump tariffs, suggesting inflationary pressures on household budgets [4][9] Group 2: Economic Recognition - The Nobel Prize in Economic Sciences has been awarded to Joel Mokyr, Philippe Aghion, and Peter Howitt for their significant contributions to understanding innovation, growth, and development [3][9] Group 3: Political and Geopolitical Context - The French government is set to present two draft budgets to the Council of Ministers, amidst political negotiations regarding the use of special constitutional powers and pension reform [5][9]