Themes

As we exit the information age and enter the automation age, concern has (justifiably) arisen around the topic of disruption in the labor market. What human jobs will be replaced? We consider that question from the standpoint of labor specialization.…

Shares of Nvidia are down 15% after the company lowered its guidance for the fourth quarter. Full Jan-19 results will be reported on February 14th. Nvidia pre-announced Jan-19 results 19% below the Street. ($2.7B to $2.2B). This miss is particularly…

Believers in the Tesla story are accustomed to having their faith tested. Last week’s 7% headcount reduction, what appears to be an upcoming revenue and earnings guide down for Mar-19, and pending $920M debt payment due in March emphasize that point.…

Mark Zuckerberg is telling us what to believe again, this time in a WSJ op-ed “The Facts About Facebook.” Zuckerberg’s defense of Facebook’s business model is fair. Unfortunately, the article also shows we shouldn’t expect Facebook to change how it…

As we think about investing in the future of work, retail, communication, transportation, play, and experience, it’s important to discuss one of the most impactful and often underrated players in the entertainment industry, YouTube. Almost 2 billion people log on…

Eric Menees is the CEO of Hexis. He received his Bachelors from UT Austin with a triple-major in Mechanical Engineering, Biochemistry, and Neuroscience Scholars. Top 3 Takeaways Hexis is building real-time emotion modeling technology. The success of wearables will depend…

Live streaming has exploded over the past few years as a dangerous competitor to traditional broadcasting and content streaming. While platforms like Twitch, YouTube Gaming, Facebook Live, Mixer, and Caffeine have predominantly featured gaming content, they’re quickly expanding into other…

The slow, deliberate wave of reducing tech addiction continues to roll forward according to our survey of 501 US smartphone users. The results make it clear that people are paying attention to how much time they spend on their devices,…

A few days ago, we saw interesting research from RBC Analysts forecasting Amazon’s Go stores to be a $4.5 billion business by 2021. RBC’s work aligns with our $50B estimate for the total automated retail space, implying a 9% share…

Ana Maiques is the CEO of Neuroelectrics. She completed her Bachelors in Economics at the Universitat de Barcelona and an MBA at London Metropolitan University. Top 3 Takeaways Neurotechnology companies can sell research tools as a way to gain expertise…

Companies are always looking for the next best way to market their products and services. In a world where we are seeing hundreds to thousands of ads per day both online and offline, it is hard for brands to stand…

At Nvidia’s CES keynote the company announced a new graphics card, the RTX 2060, and 40+ RTX laptop models from all major OEMs. The three key takeaways are: The company has shifted its CES focus back to gaming, with the new…