I believe that solar energy will enhance the returns of existing Real Estate Investment Trusts (REITs) and also create a whole new class of REITs. The limited number of deals that we have seen so far is just the trickle before the floodgates open.

The coming years will see a massive business strategy change driven by a radical increase in data accessibility. Companies that leverage data marketplaces early on will be tomorrow's giants. An early signal of the economic forces data marketplaces bring can be seen in the emergence of Snowflake.