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Posted November 09, 2024 08:30 · last edited November 09, 2024 08:45

martinb
What industries are immune from climate change? If there’s energy and food insecurity, that’s a cause of massive cost increases just to maintain the status quo. 

Now we’ve pulled the rug out from under legislation ensuring our supply chains are free from slave labour, I suppose we could get into the people smuggling business. Though that would undercut calls to stop the boats.

But with the people who live on low lying areas in the Pacific and South East Asia, if we can afford to buy ships that are sea worthy, we could charge a premium to ship them to NZ. That’s a climate change opportunity.

I suppose we could have got into the clean tech business anytime in the last 30 years. But that’s R & D and NZ businesses don’t do that. They just complain about bicycles, rather than put in a couple of bicycle parks. If bicycles can destroy businesses, climate change challenges are a bit of a big ask. Imagine if NZ had created Tesla housing? 

Or our last profitable industry that’s relatively unexploited- our old people’s health. That is to say, for those dependent on the state services now, rather than those already covered by private insurance. Our stock market is mostly ex-state monopolies so soon we’ll be able to trade in the treatment of our overhang population. 
Maybe immune was the wrong word. I should have said less susceptible. Products which are high margin and don't take up a whole lot of space when shipping. An example would be building semiconductor fabs which requires silica, water, and electricity - all things we have abundance of. The world is reliant on Taiwan for semiconductors and there is a big push to diversify that, we have a preferred position being a member of the five eyes with all the benefits that gets for government supply chains. Semiconductors can be used for everything from solar panels (important with energy insecurity) to computer processors.

We have a lot of green energy sources - from abundance of sunlight, very windy conditions, rivers for hydro, and the sea tor tidal. We could innovate on anyone of those sources, dog food them in our extreme conditions, and build a manufacturing industry around them.

Other examples are industries which are virtual. There is no reason why the next google can't be founded here. 

Our universities have come up with some amazing innovations that we just haven't done a good job building industry around or monetizing. I know Vic, for instance, is currently at the forefront of some interesting research including advanced material science and room-temperature semiconductors.

We can leverage our isolation to our advantage, an example is space, which is our newest multi billion dollar industry, where Rocketlab is licensed for a launch cadence from New Zealand that they could never get anywhere else, that is because of relatively empty skies and masses of ocean whereas other places need to manage the skies and flight paths to avoid damage to civilian infrastructure in a catastrophe. Once again we can utilize our position in the five eyes and newly relaxed ITAR rules in the US to build high tech industry for the US market. It doesn't need to be space, there are a number of suedo-satelite startups in country.

Ultimately our biggest problem is we're capital constrained, we can't invest in our startups - Rocketlab had to go to the US to raise money, even companies that try extremely hard to stay in country (like xero) end up dual listing on other stock exchanges. That is because we disincentivize investment in productive assets, such as businesses, and invest in unproductive assets, like real estate. We have one of the lowest R&D spends in the OECD and we've been like that for twenty years.

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Unknown editor edited November 09, 2024 08:45
martinb
What industries are immune from climate change? If there’s energy and food insecurity, that’s a cause of massive cost increases just to maintain the status quo. 

Now we’ve pulled the rug out from under legislation ensuring our supply chains are free from slave labour, I suppose we could get into the people smuggling business. Though that would undercut calls to stop the boats.

But with the people who live on low lying areas in the Pacific and South East Asia, if we can afford to buy ships that are sea worthy, we could charge a premium to ship them to NZ. That’s a climate change opportunity.

I suppose we could have got into the clean tech business anytime in the last 30 years. But that’s R & D and NZ businesses don’t do that. They just complain about bicycles, rather than put in a couple of bicycle parks. If bicycles can destroy businesses, climate change challenges are a bit of a big ask. Imagine if NZ had created Tesla housing? 

Or our last profitable industry that’s relatively unexploited- our old people’s health. That is to say, for those dependent on the state services now, rather than those already covered by private insurance. Our stock market is mostly ex-state monopolies so soon we’ll be able to trade in the treatment of our overhang population. 
Maybe immune was the wrong word. I should have said less susceptible. Products which are high margin and don't take up a whole lot of space when shipping. An example would be building semiconductor fabs which requires silica, water, and electricity - all things we have abundance of. The world is reliant on Taiwan for semiconductors and there is a big push to diversify that, we have a preferred position being a member of the five eyes with all the benefits that gets for government supply chains. Semiconductors can be used for everything from solar panels (important with energy insecurity) to computer processors.

We have a lot of green energy sources - from abundance of sunlight, very windy conditions, rivers for hydro, and the sea tor tidal. We could innovate on anyone of those sources, dog food them in our extreme conditions, and build a manufacturing industry around them.

Other examples are industries which are virtual. There is no reason why the next google can't be founded here. 

Our universities have come up with some amazing innovations that we just haven't done a good job building industry around or monetizing. I know Vic, for instance, is currently at the forefront of some interesting research including advanced material science and room-temperature semiconductors.

We can leverage our isolation to our advantage, an example is space, which is our newest multi billion dollar industry, where Rocketlab is licensed for a launch cadence from New Zealand that they could never get anywhere else, that is because of relatively empty skies and masses of ocean whereas other places need to manage the skies and flight paths to avoid damage to civilian infrastructure in a catastrophe..
Unknown editor edited November 09, 2024 08:42
martinb
What industries are immune from climate change? If there’s energy and food insecurity, that’s a cause of massive cost increases just to maintain the status quo. 

Now we’ve pulled the rug out from under legislation ensuring our supply chains are free from slave labour, I suppose we could get into the people smuggling business. Though that would undercut calls to stop the boats.

But with the people who live on low lying areas in the Pacific and South East Asia, if we can afford to buy ships that are sea worthy, we could charge a premium to ship them to NZ. That’s a climate change opportunity.

I suppose we could have got into the clean tech business anytime in the last 30 years. But that’s R & D and NZ businesses don’t do that. They just complain about bicycles, rather than put in a couple of bicycle parks. If bicycles can destroy businesses, climate change challenges are a bit of a big ask. Imagine if NZ had created Tesla housing? 

Or our last profitable industry that’s relatively unexploited- our old people’s health. That is to say, for those dependent on the state services now, rather than those already covered by private insurance. Our stock market is mostly ex-state monopolies so soon we’ll be able to trade in the treatment of our overhang population. 
Maybe immune was the wrong word. I should have said less susceptible. Products which are high margin and don't take up a whole lot of space when shipping. An example would be building semiconductor fabs which requires silica, water, and electricity - all things we have abundance of. The world is reliant on Taiwan for semiconductors and there is a big push to diversify that, we have a preferred position being a member of the five eyes with all the benefits that gets for government supply chains. Semiconductors can be used for everything from solar panels (important with energy insecurity) to computer processors.

We have a lot of green energy sources - from abundance of sunlight, very windy conditions, rivers for hydro, and the sea tor tidal. We could innovate on anyone of those sources, dog food them in our extreme conditions, and build a manufacturing industry around them.

Other examples are industries which are virtual. There is no reason why the next google can't be founded here. 

Our universities have come up with some amazing innovations that we just haven't done a good job building industry around or monetizing. I know Vic, for instance, is currently at the forefront of some interesting research including advanced material science and room-temperature semiconductors.

We can leverage our isolation to our advantage, an example is space where Rocketlab is licensed for a launch cadence from New Zealand that they could never get anywhere else, that is because of relatively empty skies and masses of ocean whereas other places need to manage the skies and flight paths to avoid damage to civilian infrastructure in a catastrophe..
Unknown editor edited November 09, 2024 08:41
martinb
What industries are immune from climate change? If there’s energy and food insecurity, that’s a cause of massive cost increases just to maintain the status quo. 

Now we’ve pulled the rug out from under legislation ensuring our supply chains are free from slave labour, I suppose we could get into the people smuggling business. Though that would undercut calls to stop the boats.

But with the people who live on low lying areas in the Pacific and South East Asia, if we can afford to buy ships that are sea worthy, we could charge a premium to ship them to NZ. That’s a climate change opportunity.

I suppose we could have got into the clean tech business anytime in the last 30 years. But that’s R & D and NZ businesses don’t do that. They just complain about bicycles, rather than put in a couple of bicycle parks. If bicycles can destroy businesses, climate change challenges are a bit of a big ask. Imagine if NZ had created Tesla housing? 

Or our last profitable industry that’s relatively unexploited- our old people’s health. That is to say, for those dependent on the state services now, rather than those already covered by private insurance. Our stock market is mostly ex-state monopolies so soon we’ll be able to trade in the treatment of our overhang population. 
Maybe immune was the wrong word. I should have said less susceptible. Products which are high margin and don't take up a whole lot of space when shipping. An example would be building semiconductor fabs which requires silica, water, and electricity - all things we have abundance of. The world is reliant on Taiwan for semiconductors and there is a big push to diversify that, we have a preferred position being a member of the five eyes with all the benefits that gets for government supply chains. Semiconductors can be used for everything from solar panels (important with energy insecurity) to computer processors.

Other examples are industries which are virtual. There is no reason why the next google can't be founded here. 

Our universities have come up with some amazing innovations that we just haven't done a good job building industry around or monetizing. I know Vic, for instance, is currently at the forefront of some interesting research including advanced material science and room-temperature semiconductors.

We can leverage our isolation to our advantage, an example is space where Rocketlab is licensed for a launch cadence from New Zealand that they could never get anywhere else, that is because of relatively empty skies and masses of ocean whereas other places need to manage the skies and flight paths to avoid damage to civilian infrastructure in a catastrophe..
Unknown editor edited November 09, 2024 08:38
martinb
What industries are immune from climate change? If there’s energy and food insecurity, that’s a cause of massive cost increases just to maintain the status quo. 

Now we’ve pulled the rug out from under legislation ensuring our supply chains are free from slave labour, I suppose we could get into the people smuggling business. Though that would undercut calls to stop the boats.

But with the people who live on low lying areas in the Pacific and South East Asia, if we can afford to buy ships that are sea worthy, we could charge a premium to ship them to NZ. That’s a climate change opportunity.

I suppose we could have got into the clean tech business anytime in the last 30 years. But that’s R & D and NZ businesses don’t do that. They just complain about bicycles, rather than put in a couple of bicycle parks. If bicycles can destroy businesses, climate change challenges are a bit of a big ask. Imagine if NZ had created Tesla housing? 

Or our last profitable industry that’s relatively unexploited- our old people’s health. That is to say, for those dependent on the state services now, rather than those already covered by private insurance. Our stock market is mostly ex-state monopolies so soon we’ll be able to trade in the treatment of our overhang population. 
Maybe immune was the wrong word. I should have said less susceptible. Products which are high margin and don't take up a whole lot of space when shipping. An example would be building semiconductor fabs which requires silica, water, and electricity - all things we have abundance of. The world is reliant on Taiwan for semiconductors and there is a big push to diversify that, we have a preferred position being a member of the five eyes with all the benefits that gets for government supply chains. Semiconductors can be used for everything from solar panels (important with energy insecurity) to computer processors.

Other examples are industries which are virtual. There is no reason why the next google can't be founded here. 

I know Vic is at the forefront of some interesting research including advanced material science and room-temperature semiconductors, I'm sure the other universities are doing similar things - we just don't seem good at creating new industries and monetising that research. 

We can leverage our isolation to our advantage, an example is space where Rocketlab is licensed for a launch cadence from New Zealand that they could never get anywhere else, that is because of relatively empty skies and masses of ocean whereas other places need to manage the skies and flight paths to avoid damage to civilian infrastructure in a catastrophe..
Unknown editor edited November 09, 2024 08:37
martinb
What industries are immune from climate change? If there’s energy and food insecurity, that’s a cause of massive cost increases just to maintain the status quo. 

Now we’ve pulled the rug out from under legislation ensuring our supply chains are free from slave labour, I suppose we could get into the people smuggling business. Though that would undercut calls to stop the boats.

But with the people who live on low lying areas in the Pacific and South East Asia, if we can afford to buy ships that are sea worthy, we could charge a premium to ship them to NZ. That’s a climate change opportunity.

I suppose we could have got into the clean tech business anytime in the last 30 years. But that’s R & D and NZ businesses don’t do that. They just complain about bicycles, rather than put in a couple of bicycle parks. If bicycles can destroy businesses, climate change challenges are a bit of a big ask. Imagine if NZ had created Tesla housing? 

Or our last profitable industry that’s relatively unexploited- our old people’s health. That is to say, for those dependent on the state services now, rather than those already covered by private insurance. Our stock market is mostly ex-state monopolies so soon we’ll be able to trade in the treatment of our overhang population. 
Maybe immune was the wrong word. I should have said less susceptible. Products which are high margin and don't take up a whole lot of space when shipping. An example would be building semiconductor fabs which requires silica, water, and electricity - all things we have abundance of. The world is reliant on Taiwan for semiconductors and there is a big push to diversify that, we have a preferred position being a member of the five eyes with all the benefits that gets for government supply chains. Semiconductors can be used for everything from solar panels (important with energy insecurity) to computer processors.

Other examples are industries which are virtual. There is no reason why the next google can't be founded here. 

I know Vic is at the forefront of some interesting research including advanced material science and room-temperature semiconductors, I'm sure the other universities are doing similar things - we just don't seem good at creating new industries and monetising that research. 

We can leverage our isolation to our advantage, an example is space where Rocketlab is licensed for a launch cadence from New Zealand that they could never get anywhere else, that is because of relatively empty skies and masses of ocean.
Unknown editor edited November 09, 2024 08:36
martinb
What industries are immune from climate change? If there’s energy and food insecurity, that’s a cause of massive cost increases just to maintain the status quo. 

Now we’ve pulled the rug out from under legislation ensuring our supply chains are free from slave labour, I suppose we could get into the people smuggling business. Though that would undercut calls to stop the boats.

But with the people who live on low lying areas in the Pacific and South East Asia, if we can afford to buy ships that are sea worthy, we could charge a premium to ship them to NZ. That’s a climate change opportunity.

I suppose we could have got into the clean tech business anytime in the last 30 years. But that’s R & D and NZ businesses don’t do that. They just complain about bicycles, rather than put in a couple of bicycle parks. If bicycles can destroy businesses, climate change challenges are a bit of a big ask. Imagine if NZ had created Tesla housing? 

Or our last profitable industry that’s relatively unexploited- our old people’s health. That is to say, for those dependent on the state services now, rather than those already covered by private insurance. Our stock market is mostly ex-state monopolies so soon we’ll be able to trade in the treatment of our overhang population. 
Maybe immune was the wrong word. I should have said less susceptible. Products which are high margin and don't take up a whole lot of space when shipping. An example would be building semiconductor fabs which requires silica, water, and electricity - all things we have abundance of. The world is reliant on Taiwan for semiconductors and there is a big push to diversify that, we have a preferred position being a member of the five eyes with all the benefits that gets for government supply chains. Semiconductors can be used for everything from solar panels (important with energy insecurity) to computer processors.

I know Vic is at the forefront of some interesting research including advanced material science and room-temperature semiconductors, I'm sure the other universities are doing similar things - we just don't seem good at creating new industries and monetising that research.

Other examples are industries which are virtual. There is no reason why the next google can't be founded here. 

We can leverage our isolation to our advantage, an example is space where Rocketlab is licensed for a launch cadence from New Zealand that they could never get anywhere else, that is because of relatively empty skies and masses of ocean.
Unknown editor edited November 09, 2024 08:35
martinb
What industries are immune from climate change? If there’s energy and food insecurity, that’s a cause of massive cost increases just to maintain the status quo. 

Now we’ve pulled the rug out from under legislation ensuring our supply chains are free from slave labour, I suppose we could get into the people smuggling business. Though that would undercut calls to stop the boats.

But with the people who live on low lying areas in the Pacific and South East Asia, if we can afford to buy ships that are sea worthy, we could charge a premium to ship them to NZ. That’s a climate change opportunity.

I suppose we could have got into the clean tech business anytime in the last 30 years. But that’s R & D and NZ businesses don’t do that. They just complain about bicycles, rather than put in a couple of bicycle parks. If bicycles can destroy businesses, climate change challenges are a bit of a big ask. Imagine if NZ had created Tesla housing? 

Or our last profitable industry that’s relatively unexploited- our old people’s health. That is to say, for those dependent on the state services now, rather than those already covered by private insurance. Our stock market is mostly ex-state monopolies so soon we’ll be able to trade in the treatment of our overhang population. 
Maybe immune was the wrong word. I should have said less susceptible. Products which are high margin and don't take up a whole lot of space when shipping. An example would be building semiconductor fabs which requires silica, water, and electricity - all things we have abundance of. The world is reliant on Taiwan for semiconductors and there is a big push to diversify that, we have a preferred position being a member of the five eyes with all the benefits that gets for government supply chains.

Other examples are industries which are virtual. There is no reason why the next google can't be founded here. 

We can leverage our isolation to our advantage, an example is space where Rocketlab is licensed for a launch cadence from New Zealand that they could never get anywhere else, that is because of relatively empty skies and masses of ocean.
Unknown editor edited November 09, 2024 08:30
martinb
What industries are immune from climate change? If there’s energy and food insecurity, that’s a cause of massive cost increases just to maintain the status quo. 

Now we’ve pulled the rug out from under legislation ensuring our supply chains are free from slave labour, I suppose we could get into the people smuggling business. Though that would undercut calls to stop the boats.

But with the people who live on low lying areas in the Pacific and South East Asia, if we can afford to buy ships that are sea worthy, we could charge a premium to ship them to NZ. That’s a climate change opportunity.

I suppose we could have got into the clean tech business anytime in the last 30 years. But that’s R & D and NZ businesses don’t do that. They just complain about bicycles, rather than put in a couple of bicycle parks. If bicycles can destroy businesses, climate change challenges are a bit of a big ask. Imagine if NZ had created Tesla housing? 

Or our last profitable industry that’s relatively unexploited- our old people’s health. That is to say, for those dependent on the state services now, rather than those already covered by private insurance. Our stock market is mostly ex-state monopolies so soon we’ll be able to trade in the treatment of our overhang population. 
Maybe immune was the wrong word. I should have said less susceptible. Products which are high margin and don't take up a whole lot of space. An example would be building semiconductor fabs which requires silica, water, and electricity - all things we have abundance of. The world is reliant on Taiwan for semiconductors and there is a big push to diversify that, we have a preferred position being a member of the five eyes with all the benefits that gets for government supply chains.

Other examples are industries which are virtual. There is no reason why the next google can't be founded here. 

We can leverage our isolation to our advantage, an example is space where Rocketlab is licensed for a launch cadence from New Zealand that they could never get anywhere else, that is because of relatively empty skies and masses of ocean.