“A view from the edge of transformation”
Our investment firm, Nightview Capital, is built on a simple belief: the edge lies in taking a longer view — and maintaining optimism, even when it’s difficult.
This quarter, we explore three emerging themes we believe could define the next decade: Chinese innovation, autonomous transport, and intelligent automation. There’s no denying the world feels turbulent. Headlines reflect real risks — geopolitical tension, economic uncertainty, technological disruption.
But amid the noise, we also see powerful undercurrents of progress. From Tesla’s robotaxi launch in Austin to the gradual revival of China’s consumer economy and the quiet rise of humanoid robotics, a new economic architecture is beginning to take shape. It won’t be a straight line. But for those willing to zoom out and stay focused on the big picture, we believe there are compelling reasons to remain optimistic about the future.
Key quote: “That’s why mental flexibility is key. Much like the search engine wars of the 1990s, where Google initially seemed indistinguishable from its peers, we recognize that picking ultimate winners this early is more art than science. Our goal isn’t to predict with certainty, but to position ourselves intelligently around emerging themes — and to incorporate new data ruthlessly as it becomes available. If the story improves, we scale; if the thesis breaks, we adapt. This approach allows us to capture upside while avoiding dogma. In frontier markets like China’s EV and robotics sector, it’s less about perfect foresight and more about agile participation — entering at a reasonable valuation, observing closely, and being willing to evolve with the facts.”