7 Investing Ideas for 2025
America' Future Relies on These Tech Frontiers
“Go further together” — I believe that. So, I am sharing my 7 investing ideas for 2025. Especially because America can’t fall behind here.
Drum roll please 🥁,
Pete
1️⃣ Edison’s Marvel’s Peril: The Electric Grid’s $150B Problem
If a VC hearing “big and old” is like a kid hearing an ice cream truck, why ignore the electric grid? The grid is the biggest and oldest machine in the world—200K+ miles of transmission lines, 142 years old since Edison’s Pearl Street Station—costing the U.S. economy $150B/year in outages. Look for Grid Tech.
2️⃣ Thing Bigger: Data Cities, not Data Centers
The Quantum Loophole data center in Maryland will consume ⚡1,800 MW of power—1.4x the energy used by Washington, D.C., annually 🏙️. A single data center outpacing a major city shows the scale of tech infrastructure’s energy demands— if 100s of data centers are being built that are each bigger than DC in consumption capacity, think Data Cities— not Centers. 🌍💻.
3️⃣ Nuclear Energy: The Ultimate Energy Hack
My most succinct pro-nuclear argument: the annual waste from powering 10% of California’s energy at Diablo Canyon is just 20 metric tons—about 1/7th the weight of a single 150-metric-ton wind turbine, which becomes waste after 25 years. Now that’s energy density. We need more nuclear now.
4️⃣ “Knights in Sketchy-Armor:” Goodbye Exquisite Defense Systems
This year a $273K 🇺🇦 drone sank a $65M 🇷🇺 warship. Knights were once exquisite systems of armor and training. Then guns came, and they became sitting ducks. Today drones are doing the same to heavy warcraft. Smaller, smarter, cheaper is the future of defense.
5️⃣ “Peace of Mind-Tech”: The $1T Public Safety Tech Boom
Safety isn’t cheap, but peace of mind is priceless. Think of all we do to feel safer or delay death: home security, insurance, airbags, gyms, vitamins, fire alarms, etc. It adds up. Public safety tech is nearing a $1T market ($878B by 2029). Public Safety unicorns 👮♀️👮♂️🚨🦄 are coming. Find them.
6️⃣ AI as the Deus Ex Machina
Everyone talks AI as an opportunity— it’s not. It’s a necessity. AI is the “D-Ex-Mach” savior of an impossible problem: America needs to address a looming productivity crisis.
Fertility rate: 1.66 births/woman (<2.1 replacement) → population decline (CDC).
65+ population grew 38.6% (2010–2020) → to double by 2060 (Census).
We need AI infra and apps especially in our $1T+ industries (e.g. manufacturing, construction, government) to offset workforce shortages and inefficiencies.
7️⃣ Rush to the Frontier’s “Edge”: Trillion-Dollar Built World Goldmine
If 70% of the economy is services and “services as software” is tapped out, the next frontier = 30% built world. You can’t just “AI-ify” physical systems (duh!)—you need sensors, IoT, and infra for operational data, etc. A edge compute behemoth exceeding today’s Cloud Giants combined is coming.🚜🏥🔨🛢️
If I could ask one thing— please share this newsletter with a friend or two if you find it interesting. Grassroots!
Happy holidays everyone and thanks for reading,
Pete