Browsing: sector

Despite massive investments and widespread hype around artificial intelligence, the technology has delivered zero financial payoff to corporate America outside of tech.Revenue per worker is rising for the Mag 7 but is flat for the S&P 493, see the first chart below. Profit margins are rising for the Mag 7 but are flat for the…

Change is inevitable; and when industry changes occur, they can be fast, real, and powerful. Take for example the change from physical media to streaming platforms: industries moved from reels to VHS, VHS to laserdisc, disc to video rental, rental to streaming services, and so on. Once dominant platforms and participants either adapt or lose…

Since the start of Russia’s full-scale invasion in 2022, Ukraine has built one of the world’s most dynamic defense technology ecosystems under conditions few industries ever face. Technologies can move from development to battlefield deployment within months or even weeks, receiving immediate feedback from the front lines. This unprecedented battlefield validation has emerged as one…