La farfalla della specie “Biston betularia” è diventata il simbolo del concetto di innovazione e di adattamento. In origine questa farfalla era presente soprat- tutto in Inghilterra e riusciva a difendersi dai predatori grazie al suo colore gri- gio chiaro che, essendo identico a quello delle cortecce degli alberi sui quali si posava, la rendeva invisibile ai predatori.
Quando l’inquinamento dovuto alla rivoluzione industriale annerì di smog i tronchi degli alberi, il suo colore divenne una debolezza perché la rendeva fa- cile preda. Il cambiamento del suo ambiente naturale la portò a evolvere pas- sando, di generazione in generazione, da grigio chiaro a grigio scuro acquisendo di nuovo la capacità di mimetizzarsi. Questo è quello che le aziende sono chiamate a fare, ossia accorgersi in tempo di come sta cambiando il mercato e modificare le proprie caratteristiche per rendersi meno vulnerabili rispetto alla concorrenza.
Deep Learning Until recently, humans programmed all software. Deep learning, a form of artificial intelligence (AI), uses data to write software. By “automating” the creation of software, deep learning could turbocharge every industry.
The Re-Invention of the Data Center In the data center, we believe accelerators, dominated by GPUs, will become the dominant processors for new workloads, growing 21% at an annual rate to $41 billion by 2030.
Virtual Worlds Today, virtual worlds are independent from each other, but in the future they could become interoperable, culminating in what futurists have deemed ‘The Metaverse.’
Digital Wallets Today, digital wallets are beginning to penetrate the full traditional financial services stack, including brokerage and lending. Digital wallets could serve as lead generation platforms for commercial activity beyond financial products.
Bitcoin’s Fundamentals Based on search volumes compared to 2017, bitcoin’s price increase seems to be driven less by hype. With bitcoin appearing to gain more trust, some companies are considering it as cash on their balance sheets.
Electric Vehicles (EVs) We believe the biggest downside risk to our forecast is whether traditional automakers can transition successfully to electric and autonomous vehicles.
Automation Automation has the potential to shift unpaid labor to paid labor. For example, as food services automate, they will transform food prep, cleanup, and grocery shopping into market activities including food delivery.
Autonomous Ride-Hailing We believe autonomous ride-hailing will reduce the cost of mobility to one tenth the average cost of a taxi today, spurring widespread adoption.
Drone Delivery Lower battery costs and autonomous technology should power aerial drones.
Orbital Aerospace Thanks to advancements in deep learning, mobile connectivity, sensors, 3D printing, and robotics, costs that have been ballooning for decades are beginning to decline. As a result, the number of satellite launches and rocket landings is proliferating.
3D Printing 3D printing collapses the time between design and production, shifts power to designers, and reduces supply chain complexity, at a fraction of the cost of traditional manufacturing.
Long-Read Sequencing Next-generation DNA sequencing (NGS) is the driving force behind the genomic revolution. Though historically dominated by shortread sequencing, we believe long-read sequencing will gain share at a rapid rate.
Multi-Cancer Screening According to ARK’s research, the convergence of innovative technologies has pushed the cost of multi-cancer screening down by 20-fold from $30,000 in 2015 to $1,500 today and it should drop another 80%+ to $250 in 2025.
Cell and Gene Therapy: Generation 2 The second generation of cell and gene therapies should shift from: • liquid to solid tumors • autologous to allogeneic cell therapy1 • ex vivo to in vivo gene editing
