Digital Twins

Does Your Real Estate Have a Digital Twin?

Innovation is the mother of necessity. Some of the world’s most successful entrepreneurs built their companies to offer a product or service they couldn’t find elsewhere. It also implies that you need subject matter expertise in a particular domain before you can successfully sell to it. Today, we’re going to talk about a startup that […]

AR/VR Data Visualization Takes on Big Data

Regular readers might recall that one of our well-traveled MBAs surfaced in the middle of the Pacific Ocean last year on the Marshall Islands. Between spearfishing for his dinner and throwing back beers with the locals, he managed to write a few articles. What’s even more amazing than the fact that the U.S. tracks space […]

Altair Engineering Stock is a Play on Simulated Design

Investing in disruptive technologies appeals to investors because it promises high growth over short periods of time when compared to a slow-moving technology benchmark like Nasdaq. In many cases, it’s a get rich scheme in disguise. In other words, if that “next Microsoft” you think you’re holding can’t manage to beat a bog-standard market benchmark, you’ve […]

Investing in IoT and Augmented Reality with PTC Inc.

When evaluating the merits of tech stocks, we like to focus on the exposure investors receive to any particular theme. This is often measured by revenues that can be attributed to the theme as a percentage of total revenues. For example, we looked at how Teradyne has been slowly expanding into industrial robotics. Over time, it’s […]

Samsara Emerges as Leader in Industrial IoT

No matter how innovative an idea you think you have, that and $3.50 might get you a small drip coffee at Starbucks. Ideas are worth nothing. Execution is everything. That’s why we’ll often see numerous startups trying to tackle a particular problem with technology. A few years later, a leader will suddenly emerge that hasn’t been at it […]

What is a Digital Twin and Why Should You Care?

Like ourselves, many tech executives out there are desperately trying to stay on top of their tech game as all those undergrad technology classes are now becoming obsolete. As most CTOs have figured out by now, it’s merely important that you appear to be on top of your game, not that you actually are. People are […]