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 […]
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. […]
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 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, […]
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 […]
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 […]
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 […]
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 […]
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. […]
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 […]