With summer now in full swing, we wanted to offer up books we’ve been reading to help with your own list.
You may notice a bit of a theme here – given the unprecedented rate of change across a number of areas (e.g. clean power, industrial automation, health care, autonomous driving etc.) we are spending an increasing amount of time trying to better understand the drivers of these changes and what it could ultimately mean for both the world we live in and the companies we are invested in. While some of these topics are very polarizing, we find it useful to hear both sides. Being rigid in one’s view can be costly and it is common to underappreciate the impact of change over the long term, particularly when the change is exponential vs. linear.
Disruptive Technology, Business Models and Leaders
Clean Disruption of Energy & Transportation – How Silicon Valley Will Make Oil, Nuclear, Natural Gas, Coal, Electric Utilities and Conventional Cars Obsolete by 2030 – Tony Seba
The Inevitable – Understanding the 12 Technological Forces That Will Shape Our Future – Kevin Kelly
Elon Musk – Tesla, SpaceX, and the Quest for a Fantastic Future – Ashlee Vance
The Everything Store – Jeff Bezos and the Age of Amazon – Brad Stone
The Second Machine Age – Work, Progress, and Prosperity in a Time of Brilliant Technologies – Eric Brynjofsson & Andrew McAfee.
Culture and it’s Impact on Business Success & Failure
Losing the Signal – The Untold Story Behind the Extraordinary Rise and Spectacular Fall of Blackberry – Jacquie McNish.
Change, Leadership, Mud and Why* – Volume I & II – Hunter Harrison
Red Notice – A True Story of High Finance, Murder, and One Man’s Fight For Justice – Bill Browder
Stress Test – Reflecting on Financial Crises – Timothy Geithner
Ninety Percent of Everything – Inside Shipping, the Invisible Industry That Puts Clothes on Your Back, Gas in Your Car, and Food on Your Plate – Rose George
*An excellent read on corporate culture. This is a difficult book to get your hands on as it went out of print a number of years ago. However, it can be purchased used.