Who are we?

Michael Orme – Founder & Chief Brain

Michael has spent over 40 years analysing technology trends and actual and potential disruptions brewing in left field. He wrote one of the first books on the microprocessor revolution, called “Micros: a Pervasive Force” (1979), which ran to a Japanese edition. He ran the European operation of what was then Silicon Valley’s premier marketing consultancy Regis McKenna dealing at the top level with clients such as Apple, Intel and Genetech. He ran customer opinion auditing and CIO relations programs for HP in Europe. He is currently working on a book about how upcoming technologies will impact intimate human relations, and is involved in private equity in Kenya.

“I have spent a great many years detecting patterns and connections in the mass of networks – from chips to the elastic computing centres we rely on today. It’s important to understand the ideology at work here. The characters of the people involved are often a very useful guide to the strategies they pursue — what they were like as children, the culture they come from, their personal interests, how political they are.”

Eoin Gleeson, Director, Research

Eoin’s background is in complex systems – his research focused on herd behaviour and how it destroys markets. He spent 10 years covering technology as a journalist. At MoneyWeek, he helped build a research business that focused on biotech, R&D and breakthrough technology. He is currently writing a book on Simulation – and why it heralds an age of disturbing experiments.

What We Do

Most discussion about technology focuses on the exciting prospect of technological change: the glorious potential of blockchain, autonomous vehicles, machine learning, virtual reality.

But most of these technologies are at least five years away. We prefer to focus on immediate risks and opportunities.

Right now that includes China’s desperate need for metals and new foundry capacity, the chronic shortage of memory, drones being introduced to construction sites, Japan’s need to showcase its leadership in cloud robotics ahead of the 2020 Olympics.

We focus on the technology that is being built and installed, layer by layer. We look at what it needs, how it’s mutating. Our mission is to sketch out how technology will evolve over the next 12-18 months. We have our head stuck in the engine room, listening the cranks, signals and the calamities.

We have a network of scientists, VCs, engineers and analysts spread across the world that we constantly canvass opinion from.

And we seek to give independent research – free of the demands of consultancy fee structures and quarterly results.

What our clients have to say

“Michael Orme combines unique, and often left-field, insight and analysis, which he presents in a compelling journalistic style. He reaches inside the convergence of the universes of the economy, technology and society and extracts for the reader the drivers while reading the entrails that portend to the future and the next big thing.”

Dr John Bates

Chief Technical Officer, Software AG (Voted one of the 10 most influential technologists by Institutional Investor)

“Mike has the uncanny ability to be ahead of the street in identifying the issues that will be talked about tomorrow or next week or even a month down the road. His insight into what is important to both investors and advisors is significant and his writing style lucid and precise. I have always found it very illuminating to read his work and pick his brains on international matters that has a bearing on my area of interest, emerging markets. In an increasingly interconnected world, the grey hair of experience of having been there and done that is a welcome sign when compared to the often contradictory talking heads of modern day television.”

Shankar Char

Former Head of Trading, ICICI Bank

Book Your Free, Informal Consultation

We’ll discuss how we can help you to:

  • Identify any toxic investments that currently exist in your portfolio
  • Pinpoint those companies best positioned to thrive in the current climate
  • Flag up imminent potential risks in the short to mid-term (12 – 24 months)