How Long Before the Internet is Throttled?
Invest in "Bottleneck Engineering" Companies highlighted: American Tower, China Tower, Finisar, Luminum, Oclaro, Intel Remember the dial-up internet and the finger tapping timpani it yielded? Well, maybe a new era of the 'world wide wait' looms. Global internet...
The future according to Larry Page
Why Google could be the first trillion dollar company Humans: our place in the IoT A few unusual facts about Larry Page… He believes in the Singularity – and is planning to stay alive long enough for a radical reinvention of human intelligence and anatomy. He believes...
What is eating Elon Musk?
The Unified Field Theory of Elon Musk A Word on the WannaCry attack Here’s the agenda… 1. Colonise Mars.2. Decarbonise planet earth with solar powered electric vehicles and an ‘enernet’ of storage batteries,3. See off the prospect of algorithmic apocalypse. Welcome to...
My Four Criteria for Companies to Buy Now
Apple 2020: deeply undervalued Beware the "President of the Internet" Ace fund manager Terry Smith, now settled in balm of the Maldives, famously said that there are only 75 companies in the world worth owning. There are probably fewer companies today. When...
Citizen Scores and the Project to Collect Our Vital Information
China's Vast Database of Personal Information The Project to Reinvent Medicine, Transport, Finance, Banking....and Everything Else It's the single most intriguing and future-filled AI company on my radar. Not least because it is at the epicentre of China's determined...
A 30 Year Vision for Japan
Japan Will Reinvent Itself As An Industrial Superpower Why Everything Depends on AI from the Cloud Masayoshi Son, Softbank's irrepressible and visionary founder -- on his way to building a $1 trillion war chest to invest in future tech -- recently suggested that...
Why Google, the NHS and the City all crave this technology
It Promises to Disrupt and Transform A lot More Than Banking...Almost Every Industry is Building a Version of its Own! A fascinating development this week at DeepMind, the deep learning subsidiary of Google. It is creating a blockchain-like system to reveal exactly...
Why “Superhubs” Can No Longer Control the Financial System
Why Dimon, Fink and Scharzman Threaten The Stability of the Financial System The Epic Question Facing All Investors Last week I talked about an impending war and ideological struggle between two global superpowers... On the one side, the Tech Titans— Page, Bezos,...
The Real Story Behind the Dystopian Zuckerberg Manifesto
Facebook's Blueprint for Taking over the "Social Infrastructure" Three Takeaways for Investors The letter sent out yesterday by Facebook supremo Mark Zuckerberg is a fascinating and dystopian document that has a number of key takeaways for investors. On first read,...