At 213 pages, there's a ton of data, but here are our Top 3 takeaways.
1) The internet itself is seeing slowing growth. In the past two decades, the internet economy was affected by macroeconomic trends, but it was external issues like the housing crisis and the financial crisis that were driving the slowdown. Now it is global internet growth itself that is slowing down.
2) Typing text into a search bar is so last year. In five years, at least 50 percent of all searches are going to be either images or speech.
3) The home screen has acted as the de facto portal on mobile devices since the arrival of the iPhone and even before. Messaging apps, with context and time, have a chance to rival the home screen as the go-to place for interaction.
WHY THIS IS IMPORTANT
Investment firms tend to be very traditional in their approach. This one appears to be embracing the digital transformation and making very insightful research that - from what they claim - guides their investments. Great idea. Now we'll see if their assumptions prove right and generate more returns than other investment guidance. I have a feeling it will.
Topics covered: 3D printing, additive manufacturing, artificial intelligence, automation, autonomous taxis, autonomous vehicles, bitcoin, blockchain, CRISPR, cryptocurrency, deep learning, dna sequencing, fintech, genomics, machine learning, mobile, robotics, shared autonomous vehicles