Identifying tomorrow’s tech giants before they become obvious — by investing in the technologies shaping the future of humanity.
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techeconomics.substack.comLatest Issues
AI Is Eating the Business That Sells It
The cleanest number in enterprise AI this week was also the most uncomfortable.
The cleanest number in enterprise AI this week was also the most uncomfortable.
AI’s Cheapest Power Plant Is a Pause Button
The power industry has spent the AI boom asking one question: where will all the new electricity come from?
The power industry has spent the AI boom asking one question: where will all the new electricity come from?
The Factory's Memory Is Becoming an AI Asset
Schneider’s proposed PTC acquisition points to an industrial AI opportunity: controlling the data that turns a useful answer into a trusted decision.
Schneider’s proposed PTC acquisition points to an industrial AI opportunity: controlling...
The Humanoid Robot Playbook
There are now more than five million industrial robots working in factories around the world.
There are now more than five million industrial robots working in factories around the world.
AI’s Next Upgrade Runs on 800 Volts
When you think about the electricity needed for AI, you probably picture power plants, nuclear reactors and new connections to the grid.
When you think about the electricity needed for AI, you probably picture power plants, nuclear reactor...
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