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ANALYST OF THE WEEK

Andy Murphy

Director, Financials & Industrials

amurphy@edisongroup.com


CURATED BY EDISON

Industrials

30.01.23


PROVARIS ENERGY FEATURED IN THE AUSTRALIAN FINANCIAL REVIEW

Read article

Healthcare

19.01.23


THE NEXT STEP FOR AI IN BIOLOGY IS TO PREDICT HOW PROTEINS BEHAVE IN THE BODY

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ECONOMICS OF THE OPENAI DEAL

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THE COST OF SEQUENCING A HUMAN GENOME

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Financials

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FTSE 100 ON COURSE TO OUTSTRIP FTSE 250 BY RECORD MARGIN

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EXCLUSIVE: CHATGPT OWNER OPENAI PROJECTS $1 BILLION IN REVENUE BY 2024

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Consumer

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THE WORLD'S BIGGEST CULTURED MEAT FACTORY IS UNDER CONSTRUCTION IN THE US

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INDIA’S HIGH-STAKES BID TO JOIN THE GLOBAL SEMICONDUCTOR RACE

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www.afr.com

Provaris Energy featured in the Australian Financial Review

'There is also one other Australian company – one that rarely makes the news –
plotting a different way to get green hydrogen exports happening. Provaris,
known as Global Energy Ventures until last May, steers clear of the mainstream
options of ammonia (NH3) and liquefaction (LH2), which often involves keeping
the hydrogen at punishingly low temperatures, in favour of shipping it as a
compressed gas (CH2).'

EDISON COMMENTARY

‘No surprise to see our client Provaris Energy getting excellent traction in the
press. An interesting article that highlights the debates around the green
hydrogen export space.’ Andy Murphy, Director Industrials

Read article

singularityhub.com

The Next Step for AI in Biology Is to Predict How Proteins Behave in the Body

A new protein atlas can help turn static AI predictions of protein shapes into
more fluid predictions of how proteins behave in the body.

Read article

twitter.com

Economics of the OpenAI deal

Flow of profit distribution through the investments repayment phases

EDISON COMMENTARY

Never before has the transformative potential of a new technology become so
apparent to so many, so quickly. The explosion of OpenAI’s ChatGPT and DALL-E
into the public’s consciousness has launched hundreds of thousands of AI scoping
projects, challenged strategies and career choices. Is it also forcing the hand
of big tech companies to accelerate AI investment and bring services to market.
Microsoft’s purported $10b investment (which would follow on from an initial
$1bn investment in 2019) into the business is unconfirmed, but reports look well
substantiated, including the innovate deal structure, detailed in a Fortune
article: (1) Pete on Twitter: "From @FortuneMagazine / @jeremyakahn
https://t.co/dWdFaCxiVZ" / Twitter. The proposed deal (and relationship which
preceded it) has been hailed as a masterstroke in some quarters. Microsoft’s
stake will certainly give it direct influence over product development. The
opportunities for Microsoft to leverage OpenAI are also many fold…the company
has just announced general availability of the Azure OpenAI service, giving
enterprise clients access to OpenAI’s models. It has also been reported that
Microsoft is considering integrating OpenAI’s chatbot into Word and Outlook in
the 365 suite. The explosive growth in usage of ChatGPT has also raised
speculation that it will be integrated into Bing, to challenge Google’s
dominance in search. However, reports that Microsoft has trumped the competition
are premature. Microsoft does, ostensibly have a greater range of products which
can be transformed than its peers, but OpenAI is unlikely to be the best fit for
all of them. While the platform’s inevitable inaccuracies / mistakes can be
amusing when in a freeware, open access platform, the consequences in a
professional environment will be more serious. The technology also needs to be
deployed responsibly… a topic which Google touched on in a recent blog - Why we
focus on AI (and to what end) (blog.google), in a tacit response to the ChatGPT
hype. Equally, there are unconfirmed reports that Google is preparing to offer
open access to its Sparrow platform as a chatbot and Imagen text to image
platforms as rivals to ChatGPT’s chatbot and DALL-E. Is there a stand-alone
business case for doing so? Probably not, but Google may decide it cannot cede
more mind-share to Microsoft in the IA PR race. It will be interesting to see
how the other big AI investors such as Meta and Amazon respond also. The sudden
elevation of AI in the consciousness of customers, investors and the wider
public inevitably brings with it hype and unrealistic expectations. Equally, the
far-reaching implications of this technology needed to be more widely
understood. The AI genie is well and truly out of the bottle.

Read article

www.genome.gov

The Cost of Sequencing a Human Genome

Estimated cost of sequencing the human genome over time since the Human Genome
Project.

EDISON COMMENTARY

Whilst Moderna';s successful trials of an mRNA cancer vaccine makes headlines,
one of the underlying enabling trends is another much-vaunted trend - the
plummeting cost of genome sequencing. Dig deeper and you'll find that research
in economics (the study of molecules which affect the structure and function of
bodies) is generally on the rise as well.

Read article

www.ft.com

FTSE 100 on course to outstrip FTSE 250 by record margin

UK mid-cap index to underperform blue-chip stocks by largest annual amount since
1986

EDISON COMMENTARY

The equity markets are in transition from the previously benign environment.
Many investors believe we are moving to 5-10 years of higher inflation, interest
rates and volatility - and that investment strategies will shift accordingly.
The relative performance of these indices is doing nothing to prove that view
misguided.

Read article

www.reuters.com

Exclusive: ChatGPT owner OpenAI projects $1 billion in revenue by 2024

The forecast represents how some are betting the AI tech will go far beyond
splashy and sometimes flawed public demos.

EDISON COMMENTARY

There is little doubt that generative AI has emerged more strongly in the last
year than most commentators, including Edison, expected. And now its on the cusp
of becoming a very large sector. We will continue to watch closely.

Read article

singularityhub.com

The World’s Biggest Cultured Meat Factory Is Under Construction in the US

With a production capacity of 10,000 metric tons, Believer says the facility
will be the biggest of its type in the world.

EDISON COMMENTARY

Cultured meat might seem, like driverless cars and nuclear fusion, a
much-expected yet difficult-to-deliver technology. However, there are signs its
moving out of the lab and into scaled production. This Singularity Hub piece on
Believer Meats outlines the case to - how shall we put this? Believe.

Read article

www.woodmac.com

Copper’s critical role in achieving net zero

The road to zero carbon will see an extraordinary build-out of low-carbon
electric vehicles (EVs) and renewable power-generating capacity. And as the
world reduces its dependence on hydrocarbons, metals will be a linchpin of a
zero-carbon economy.

EDISON COMMENTARY

Famous metals’ consultant, Wood Mackenzie, has produced a well-researched piece
on likely/possible/probable copper demand within the context of a decarbonising
world economy and what it might mean for prices. The whole topic of global
warming and decarbonisation is an enormous one – perhaps too large for any one
organisation to be able to contemplate in all of its complexity, from the
geo-political to the social to the economic to the locally political. It is also
notoriously difficult to forecast. If you want an idea of how difficult, go back
to 2019 and look at lithium price forecasts for the following few years.
However, Wood Mac takes a piece of the subject that is within its area of
expertise (ie copper mining and supply and demand) and, within that context,
makes a good stab at what could be…

Read article

www.ft.com

India’s high-stakes bid to join the global semiconductor race

Chipmaking could be fantastically lucrative but precision engineering has not
been a traditional national strength

Read article

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