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.
Kin Insurance CEO Sean Harper has a background in management consulting and venture capital and is a serial entrepreneur with a software background. Kin provides simple and affordable coverage to homeowners facing the challenges of climate change and can accurately assess risks and identify homes that are most resilient to extreme weather.
Sympower CEO Simon Bushell studied climate communications before founding Sympower, an energy load aggregator that helps commercial and industrial facilities monetize their energy assets, such as HVAC, batteries, generators, and pumps, through grid services.
Omnidian CEO and co-founder Mark Liffmann is a fifteen-year veteran of the solar industry who co-founded the residential and light commercial business at SunPower and developed a $500 million global enterprise before co-founding Omnidian.
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.