2025 Investment Environment
In full disclosure, I put this slide together a while ago. When, exactly?
Jan 2017.
As a member of the now-disbanded 18F organization, I saw a marked change in the attitudes of the incoming administration. In particular, a significant withdrawal was being signalled in key areas such as climate, energy, and health.
I anticipated a migration of public sector technical expertise to the private sector.
Net Net: All of that happened, but at nowhere near the scale that it's happening today. I'll go so far as to say that the changes taking place today will last longer than the lifetime of anyone reading this.
As a capital allocator, investor, etc., I think these will be multi-generational themes.
Invest accordingly.