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Edison’s second Growth Conference delivered another exceptional day of insights and connections, building on the tremendous success of our inaugural event. This year’s conference brought together over 120 forward-thinking clients, investors, industry leaders and media representatives for deep-dive discussions across three transformative themes: the robotics megatrend reshaping tomorrow’s workforce, the four-trillion-dollar climate opportunity driving industrial revolution, and the AI automation cycle that’s still in its infancy despite massive potential. The day sparked meaningful dialogue about where capital is moving, which sectors are primed for disruption and how emerging technologies will redefine competitive advantage across industries. We’ve captured the essence of these dynamic conversations in three comprehensive panel videos below.
🤖 Panel 1: Robotics megatrend
The robot revolution isn’t coming; it’s here and it has a name, Dave.
At Edison Growth Conference 2025, our robotics panel didn’t just talk about the future of automation – we brought it to life with BOW’s scene-stealing robotic dog, which proved that the most advanced robots are already walking among us.
Watch as our expert panel explores:
why today’s humanoids are ‘the most expensive and least capable they will ever be’;
how the marginal cost of adding robots to your workforce is heading toward zero;
real-world deployment insights from GXO Logistics’ warehouse automation; and
why there’s no ‘silver bullet’ in automation (and what that means for investors).
Featured panellists
Alex Gunz, Heptagon Capital
Max Alexander, GXO Logistics
Eleanor Tang-Smith, BOW
Moderated by Neil Shah, executive director of content & strategy, Edison Group
With over 50 million worker shortages looming by 2030, this isn’t just about efficiency, it’s about survival. See why robots are shifting from cost savers to business enablers.
🌍 Panel 2: The four-trillion-dollar climate opportunity
Forget everything you think you know about climate investing. This isn’t about ticking ESG boxes or greenwashing; it’s about a four-trillion-dollar market transformation that one panellist called ‘the industrial revolution of our time.’
Our climate finance panel cut through the rhetoric to reveal where the real money is moving, why 2030 climate goals demand urgent capital deployment and which sectors are ripe for disruption beyond the ‘easy’ renewable energy plays.
Watch as industry leaders discuss:
why we’re still in the very early stages of decarbonisation;
the massive investment gap that needs filling by 2030;
beyond wind and solar: geothermal, carbon markets and infrastructure plays; and
which ‘hard to decarbonise’ sectors (steel, cement, agriculture) present the biggest opportunities.
Featured panellists
Tom Williams, Downing Renewables and Infrastructure Trust
Ben Murphy, IP Group
Jason Miles, Quadrise
Matthew Clayton, Thrive Renewables
Chaired by Lord Ashbourne, director of content, mining, Edison Group
The transition isn’t mitigating a risk – it’s seizing the opportunity of a generation.
✨ Panel 3: AI and automation
Think AI investment is overheated? Think again.
One stunning statistic from our AI panel puts current AI spending in perspective: hyperscalers are investing less than 1% of US GDP in AI infrastructure. At its peak, railroad investment hit more than 3%. Translation? We’re not in a bubble; we’re at the starting line of a massive investment cycle.
But here’s the twist: the technology isn’t the bottleneck anymore. The real challenge is cultural, getting corporations to adopt AI and deliver tangible gains.
Watch as top investors and technologists explore:
why AI will become the next ‘general purpose technology’;
who wins? Infrastructure players versus software innovators;
the deployment challenge: from hype to strategic implementation; and
platforms with proprietary data, defensible models and enterprise fit.
Featured panellists
Vinoth Jayakumar, Molten Ventures
Patrick Stuff, Polar Capital
Luke Finch, HgT
Moderated by Dan Ridsdale, head of content, technology, Edison Group
The near-term AI challenge isn’t hype – it’s strategic deployment. See where the smart money is placing its bets.
The second Edison Growth Conference’s success was a testament to the exceptional panellists, the active engagement of attendees and the flawless execution by the entire Edison team. This year’s event has firmly established the Growth Conference as an indispensable annual experience for companies, investors and thought leaders to unite and explore the transformative opportunities shaping our future.
As we look ahead, we’re already planning an even more dynamic third edition that will continue to push boundaries and challenge conventional thinking. Stay tuned for more.
Hybrid Air Vehicles – Redefining air travel and air freight
Hybrid Air Vehicles (HAV), a UK-based company, is pioneering sustainable aircraft technologies (see our equity proposition). To date, HAV has raised and invested c £140m in developing its landmark aircraft, Airlander 10, which combines lighter-than-air technology (helium) and an innovative wing design, overcoming traditional airship limitations. The Airlander 10 can deliver 100+ seat regional passenger transport, a 10-tonne payload of freight transportation, or a combination of the two. HAV’s Airlander technology is scalable and its next product, Airlander 50, can transport 50+ tonnes, despite being only slightly longer (120m) than Airlander 10 (98m). HAV has a total order book of c $2bn (29 aircraft) as well as a qualified pipeline of c $7bn, with a 50/50 split between civil and military uses. The company aims to raise an additional c £600m to build its production site (land is secured in South Yorkshire) and achieve its production target of 24 aircraft annually, with first customer deliveries scheduled for 2029.
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