In early February, Activate Managing Partner Anup Jacob presented at Web Summit Qatar, presenting on the New Electro-Industrial Stack. He brings back this report on the key themes and issues from the event.
Activate’s partners are calling their shots for 2026—where power, resilience, AI-native operations, robotics, and space-enabled infrastructure are creating the next wave of real-world winners. Plus: a few bold (and very opinionated) World Cup predictions.
Activate was well-represented at NY Climate Week 2025, with Managing Partner David Lincoln moderating a discussion with U.S. Secretary of Energy Chris Wright and Managing Partner Raj Atluru speaking on the “Capital Flows – The Investor Lens on Transition Risk & Opportunity” panel at Dynamo’s Energy Transition Summit.
We asked Activate Managing Partners David Lincoln, Raj Atluru, and Anup Jacob, and Partners Jon Guerster, Eric Meyers, and Paul Jordan for their predictions of what 2025 will hold in everything from technology, policy, and business model innovation to March Madness. Here’s what they said.