The rise of Chinese high-tech companies has produced the specter of Chinese domination of the industries of the future. While it is true that many high-tech Chinese companies have caught up with their US counterparts, any domination is far from a given. And there is actually much less to fear. While companies compete with one […]
Entries Tagged as 'Technology'
April 22nd, 2018 · Comments Off on Chinese Tech Increasingly A Match For U.S. Big Tech. Should We Worry?
April 18th, 2018 · Comments Off on Technology Shares Out Of Fashion?
Bank of America argues that investors should lighten up on technology stocks. We think this is way too general an approach, investors are much better off on a case-by-case analysis. Of the valuation issues and risks they mention, only the one about a possible fallout of the recent trade tensions seems a valid concern. Source: […]
September 12th, 2017 · Comments Off on AI And Robots Do Not Necessarily Lead To Mass Unemployment
The US labor market has been buffeted by structural change, mostly caused by automation, leaving many people behind and fueling a populist revolt. With the advent of AI and robotics, the pace of structural change is only likely to accelerate. Rather than retreat into economic nationalism and protectionism, the US could learn from other country […]
July 31st, 2017 · Comments Off on 4 Companies Which Stand To Benefit From 3D Sensing
The market for 3D sensing is about to take off with the arrival of the new iPhones. We speculate which companies stand to benefit most from the new iPhones. Ultimately, the 3D sensing market will be much bigger, and we think this should provide ample opportunities for the companies mentioned in this article. Source: 4 […]
July 31st, 2017 · Comments Off on Despite The Dominance, Don’t Get Too Comfortable With Big Tech Stocks
Today’s tech bubble is nothing like that of the dot.com bubble. There are sound economic reasons why some big tech companies are killing it and commanding sky-high valuations. However, we shouldn’t draw too much comfort from that. Perspectives and sentiment can change on a whim. Source: Despite The Dominance, Don’t Get Too Comfortable With Big […]
July 1st, 2017 · Comments Off on Technology Optimists Vs. Pessimists
According to techno-optimists, we’re on the verge of an inflection point where technological innovation is accelerating. Techno-pessimists like Robert Gordon argue that there is nothing in the data to suggest that this is happening. We think Gordon is largely right, but we also think the third industrial revolution hasn’t run its course yet, as Gordon […]
June 13th, 2017 · Comments Off on The Impact Of The Autonomous Driving Revolution
We present an overview of the main areas of impact from the coming autonomous driving revolution. This impact will be felt across society and businesses, producing far reaching changes and upending many existing business models as the industry shifts from ownership to transport as a service. Important questions remain about the speed of development as […]
June 4th, 2017 · Comments Off on Shareholders Rejoice In Booming Big Tech, But There Are Downsides As Well
Stock valuations are very high, especially in the technology sector. However, these are in part driven by powerful platform economics. These forces confer companies with enormous economic clout and positions that are difficult to assail. This is visible in the big market leaders like Microsoft, Google, Facebook and Amazon. As beneficial as such concentration of […]
April 12th, 2017 · Comments Off on The Well Of Wealth Creation Is Drying Up
A big part of economic progress comes from fundamental advances in science. With the private sector retreating from fundamental research and the public sector facing cutbacks, the well is decreasing. It’s widely unappreciated just how fundamental the public sector has been for the advancement of fundamental research and, as a consequence, innovation and productivity growth. […]
January 16th, 2017 · Comments Off on Exciting Times At Microsoft
Microsoft is on a roll with its cloud business and cool hardware. And there is more to come, like the HoloLens. Cracking the ability to run Windows on Snapdragon chips opens up old markets where Microsoft had already lost, as well as new markets. This is bad news for Intel, Chromebooks, and Apple. Exciting Times […]