Memo · October 2026
Venture Building Is a Capability, Not a Corporate Department.
Most companies treat venture building as a new department. It is a new capability, and it needs to be built differently.
Energy Transition Tracker · Q3 2026 edition
See where value is moving before your market does.
Which energy business models are taking off in each country, who they threaten, and what comes next.
Inside the tracker
Five ways in, one question: what's changed, and what does it mean for us?
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01
Opportunities
The few shifts worth building on now, framed as hypotheses, with our take on how to start.
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02
Country pages
Where to play now, what comes next, the latest signals, and draft rules with their comment deadlines.
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03
Leading plays
Business models proven abroad, the ventures leading them, and where they land next.
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04
Paths
How markets tend to unfold, step by step, and where each country sits today.
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Editions
Every quarterly edition, dated and archived as a PDF record.
Countries
Philippines · Vietnam · Thailand · Indonesia · Malaysia · Singapore · India · UAE · Saudi Arabia
Checked against
Europe · North America · China · North Asia · Australia
Cadence
Rule changes every week · signals every fortnight · a full edition every quarter
Founding teams
The tracker opens to a small group of founding teams first. Reserve a place now; no payment until launch.
Memos for Tomorrow
One shift a month, and how others captured it.
How we work
We help you build the business of tomorrow. Start wherever you are.
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01
The Tracker
Where value is moving in your markets, for your strategy team.
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02
A free 30-minute call
What the tracker says for a company like yours, and whether a report would help.
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03
Company Report
What it means for you, in money, ranked into opportunities your team can test.
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04
Co-build
Your people run the discovery sprints and build; we steer.