Smart manufacturing. Industry 4.0. Smart factories. Industrial Internet of Things (IIoT). Manufacturing on demand. The list of buzzwords around how the world will completely digitize the manufacture of every widget imaginable goes on and on. These factories of the future will link every machine and robot, each mapped down to the micron in a cloud-based […]
If at first you don’t succeed, try again. That’s not just the motto of drunk blokes trying to pick up women at She Soho in an attempt to pull off Gareth Keenan’s ultimate fantasy. It’s also the words by which most entrepreneurs live by, especially if their ultimate fantasy involves building a communications network in […]
Invented by the Chinese more than 2,500 years ago, Go is thought to be the oldest board game ever played. There are vastly more possible Go games than there are subatomic particles in the known universe. In the beautiful documentary AlphaGo, we see the country of Korea captivated by an artificial intelligence (AI) program playing […]
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 […]
We recently wrapped up a detailed guide to Investing in IoT Stocks and Companies where we summarized every single article we’ve ever written about the Internet of Things (IoT). In that piece, we discussed the Global X Internet of Things ETF (SNSR) which has about $190 million in assets under management and is managed by […]
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 […]
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 […]
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 […]
Buying a car in the U.S. is a rite of passage for most American youth, and their first car purchase is oftentimes a hooptie from a used car lot that will ferry them around until they’re able to afford something nicer. Anyone who has driven a car like that knows the importance of listening for strange noises. It […]
The difficulty with trying to stay on top of emerging technologies is that they change so quickly. While sometimes it’s just an old technology packaged with a new name, in many cases there are concepts – often with more than one name – that are truly new and exciting. That’s what we thought about this whole […]