“The highest form of intelligence lies in creative thinking” (Ken Robinson).
Ark Invest has been publishing information about investment opportunities in its annual report for several weeks now. Cathie Wood’s asset management signature must always be considered due to the extreme volatility held by her stock funds.
They specialize in extremely fast-growing companies that both lack the future and current advantages, but usually have a good sense of avant-garde trends and help us identify the future leaders of disruptive innovation, so that the current leaders are familiar to us all and more predictable.
Trataré de hacer un restored del document. There are five themes that are catalyzing accelerated growth as we strive to experience the greatest technological transformation in history:
– Artificial intelligence
– Cadenas de blocques
– Energy management
– Multi-function sequence
– Robotics
Putting the real inversion in AI, data centers and the robotics axis into historical context, the real cycle is bigger than rail, electricity or cars:
We are on the cusp of a structural phase change where global GDP growth could accelerate from the current consensus of 3.1% to 7.3% by 2030, thanks to five innovation platforms:
If you’ve experienced an exponential decline of more than 99% on the AI coast over the past year, that explains why demand has multiplied by 25 since the 2024 finale:
Artificial intelligence is being adopted at a significantly faster rate than the internet is currently compared to its penetration. chatbots on mobile phones before the internet on computers:
El gasto en software It could dramatically accelerate and unlock up to $117 billion in surplus value through the automation of knowledge work.
As explained in my previous column (The Death of Software?)electricity software The future is vertical, which is difficult to replace because it is designed for a single industry or market segment (vs. software horizontal or general).
Genome sequencing is a laboratory method that determines the exact sequence of nucleotides in the complete DNA of an organism. This technology, known as WGS (Whole Genome Sequencing), enables the identification of genetic variations associated with diseases, facilitating early diagnosis, personalized treatment and the study of pathogens.
We are witnessing an extraordinary increase in the cost of genomic sequencing, which predicts that the cost of a human genome could be reduced by as much as $10 by 2030:
This graph reveals the darkest figure of the anecdotal, which values the scale of healthy human life in a potential market of $1.2 trillion, of which current biotechnology assumes only 0.1%:
The reuse of wheels makes it possible to reduce the cost of access to space, with Starship designed to cost less than $100 per kilogram, a launch system and fully reusable spacecraft developed by Elon Musk’s SpaceX as a private space flight project:
Here’s the huge economic opportunity of general robotics, split equally ($13 billion each) between home and factory robotics:
Here is the financial impact of autonomous vehicles, where robotaxis technology platforms will capture the vast majority of the value of this new transportation ecosystem:
Innovation moves the world and involves a bit of head lifting and tossing and turning. Bill Gates once said, “You have enough information to create a business plan for your idea, and it’s too late.”
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