Video Games Rocket Ahead in 2017 The four largest “pure-play” video game companies have been star stock-market performers in 2017: Activision Blizzard [NASDAQ: ATVI], Electronic Arts [NASDAQ: EA], Take Two Interactive [NASDAQ: TTWO], and Tencent [Hong Kong: 700HK]. (Tencent is not technically a pure play, but does earn about half Read more
The Biggest Transformation of the Next Decade: Disrupting Global Transportation Gridlock in Washington, whether real or apparent, has slowed the “Trump trade.” Market enthusiasm in the election’s wake focused on the beneficiaries of tax reform, regulatory relief, and infrastructure development, and with progress on those fronts in question, enthusiasm has Read more
Elon Musk On Our New Robot Overlords: If You Can’t Beat ‘Em, Join ‘Em Elon Musk is a larger-than-life titan of industry — the modern equivalent of Gilded Age figures such as Carnegie, Vanderbilt, and Rockefeller. The style may have changed, but the essence is the same: bold innovators and Read more
Cows on Wi-Fi Show the Future of Health Care We’ve written several times in the past about the coming integration of health sciences, the internet of things, and big data analytics – a noteworthy example is Alphabet’s [NASDAQ: GOOG] life sciences research lab, Verily Life Sciences. Verily is pursuing a Read more
India’s Masses Get Ready for the Digital Revolution As global investors, we try to position ourselves in front of powerful secular trends — social, economic, and technological changes powerful enough to transform the societies in which they occur and reward the innovators who enable those changes. One of the most Read more
Step Aside, Boomers: “Gen Y” and “Gen Z” Will Soon Be Driving the Global Economy With apologies to the Baby Boomers, they like to talk about themselves. We’ve read a lot about the influence Boomers have had on U.S. culture and politics. The present writer sat with a group of Read more
Executive Summary 1. Critically important to your investments: popular revolts against corruption around the world. This trend will last for decades, and upset many of the patterns we think we know. Corruption and cronyism have existed throughout human history, and ordinary people have usually accepted them with stoic resignation. But Read more
100 Million Times Faster? Quantum Computing Is In the House Last Tuesday, the Google Research Blog announced the publication of a new paper by Alphabet’s (NASDAQ: GOOG) Quantum AI team, reporting on the results of experiments run on the quantum computer system that GOOG operates jointly with NASA. That Read more
Creative Destruction: Is This Time Different? Many readers are probably familiar with the term “creative destruction.” It was coined by early 20th-century economist Joseph Schumpeter, who used it to describe how capitalism creates growth and technological progress by ruthlessly eliminating ideas, companies, and industries that no longer serve our best interests and no Read more
The End Is Not Nigh The driver of real American exceptionalism is the open, experimental, experiential, non-judgmental, data-driven approach that academic and entrepreneur Sebastian Thrun appreciates so much about Silicon Valley culture. Thrun, who was a tenured robotics and artificial intelligence professor at Stanford, as well as a Google Fellow, Read more
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