Re “big oil” being successful in alt energy. Learned a long time ago, the way to make money is “do stuff you know how to do”. Anyone else remember Exxon’s foray into office equipment around 1980? How well did that work out? SLB buying Fairchild semiconductor? List goes on and on.
Fantastic post, thank you for launching this Substack - it touches on topics very close to my own core areas of coverage. I'll be reading with interest!
Re “big oil” being successful in alt energy. Learned a long time ago, the way to make money is “do stuff you know how to do”. Anyone else remember Exxon’s foray into office equipment around 1980? How well did that work out? SLB buying Fairchild semiconductor? List goes on and on.
great piece Arjun! I look forward to reading future ones.
Thanks Arjun - always interesting to hear your thoughts!
Fantastic post, thank you for launching this Substack - it touches on topics very close to my own core areas of coverage. I'll be reading with interest!