BORROWING FROM THE FUTURE
Capital is being deployed now for futures that must arrive on schedule – but grids, demographics, and ecosystems don't move at software speed. That gap is where the decade's biggest risks and opportunities live.
This year The Drop is focused on four themes...

 Theme #1 
INFRASTRUCTURE
We're pouring capital into data centres, energy systems, and factories that only pencil out if AI delivers massive returns, grids expand fast, and hardware scales smoothly. The question isn't if these systems work—it's whether they arrive fast enough to justify what we're spending now.

 Theme #2 
LABOUR
Falling birth rates, tighter immigration, and accelerating automation are converging. Fewer people will enter the workforce just as fewer jobs require them. This isn't a productivity story—it's a question of who funds societies, delivers care, and captures value when wage labour stops being the default.

 Theme #3 
NATURE
Agriculture has maintained yields by quietly depleting soil and biodiversity. Technology makes extraction more efficient, not more regenerative. The risk isn't sudden collapse—it's slow degradation that compounds silently until it's expensive and irreversible. By then, it's too late to price in.