Digital Twins

Matterport Stock: A Richly Valued Metaverse Play

Probably the best thing to come out of the special purpose acquisition company (SPAC) era is a population of stocks that all started out at the same price point. This makes it exceptionally easy to gauge performance at a glance. That is until stocks start splitting, but we have a feeling the only splitting happening […]

Investing in The Metaverse with Event Streaming

They say an average human driver needs about half a second to react to an unexpected event while driving. “In athletics, anything under a tenth of a second is considered unhuman and therefore a false start.” That’s according to a study by Sky Sports that measured F1 driver Nico Hulkenberg’s reaction time at less than […]

Samsara Stock: An IoT Leader Worth a Look

The Toyota Hilux is indestructible. That theory was first tested by Britain’s acclaimed television show Top Gear, but that hardly compared to what YouTuber WhistlinDiesel did this past summer. After subjecting a Hilux pickup truck to an unfathomable amount of abuse, he took it to Moab and ran against a custom-built off-road machine in a […]

Matterport Stock – Digital Twins for Global Real Estate

Simulating reality is an increasingly common occurrence in today’s tech startups, whether that’s modeling the behavior of cancer cells or creating a digital twin of a factory floor. While tools like Google Maps now help us navigate the real world using a virtual representation, the functionality stops outside the doorsteps of the more than 4 […]

Microlocation and The Internet of Moving Things

Anyone who loves reading science fiction (sci-fi) will know there’s a peculiar tendency for what is being portrayed as the future to become the future. Robots and artificial intelligence (AI) are a recurring theme in scifi, particularly when the two are merged to become a credible representation of a human. Today, a whole slew of […]

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 […]