16 insights on this topic
AI • Semiconductors • Hardware
AI chips make up 0.2% of all chips sold, but they will generate half of all chip revenue this year. The value isn't in software; it's in the silicon underneath.
Prediction Markets • Economics • Finance
Prediction markets are replacing pundits and polling as the most reliable signal of truth in a noisy ecosystem.
Future Of Work • AI • Skills
New data from NBER shows 71% of workers in high-AI-exposure jobs score above average on adaptability. The risk isn't the technology; it's the refusal to adapt.
Markets • Economics • Innovation
Prediction markets are surging to $13-15 billion in 2025. This feels less like gambling and more like the financialisation of truth.
Davos2026 • WEF • Geopolitics
Davos 2026 convenes as unilateral power outpaces multilateral institutions. The software of globalism is no longer compatible with the hardware of national politics.
Health • Retail • FMCG
GLP-1 medicines are a healthcare story. But they are also a demand story for retail and FMCG.
Venture Capital • AI • Startups
The gatekeepers of capital used to block out two hours for a preliminary analysis of a pitch. Now they do it in 13 seconds.
Sustainability • Innovation • Economics
Diplomacy is linear. Technology is exponential.
Economics • Innovation • AI
Imagine if the price of oil dropped 300-fold in a single year. The global economy would turn upside down.
AI • Innovation • Management
A $6.2 billion seed round. For a company that hasn't launched a product.
Exponential Age • AI • Innovation
We just watched an AI turn a simulated $500 into a $5,478 business empire.
Climate Change • Economics • Disaster Recovery
America’s new growth engine runs on disaster.
Machine Learning • AI • Exponential Age
The robots arrive, and human drivers take a 6.9% pay cut.
4 • Megatrends • Economics
With tariffs and rare earth materials now a running news story, signals of a new economic order emerge beneath the surface.
Megatrends • Transformation • Innovation
Not just evolutionary, but revolutionary.
Megatrends • Foresight • Strategy
What happens when megatrends collide?