Trump v Silicon Valley v China

Trump v Silicon Valley v China

Seven key considerations for investors Why China could benefit So what should we think about President Trump -- a hybrid of Andrew Jackson and Teddy Roosevelt? It’s as well not to rush to judgement as the jury's still out but over the last week we have been stewing...

The Everything Bubble

The Everything Bubble

Is it 1999 all over again? Waves of the future Are things about to go Kaboom? The world is wobbly, fragile, turning inwards, constrained and running low on trust... all lowering animal spirits. The global economy has been twisted out of shape by central bank policies....

How Vulnerable is the Internet?

How Vulnerable is the Internet?

A devastating attack on the internet Batteries and the "death spiral" in credit markets In my recent briefing on the CyberSecurity Shakeout, I stressed that there are no real defences against cyber attacks, and the massive outage on Friday shows just how vulnerable...

Gender Shock

Gender Shock

How to spot a breakout tech economy Kenya will leapfrog rivals We all know the quip attributed to Christine Lagarde: ''if <only> it had been Lehman Sisters...'' And we've debated the work of Goldman Sachs trader turned Cambridge neuroscientist John Coates'...

Hypernormalisation

Hypernormalisation

Samsung and exploding batteries Rwanda uses drones to deliver blood I watched an excellent and timely documentary on the BBC last night. "Hypernormalisation" is the latest offering from Adam Curtis and it charts a course through a series of troubling phenomena that...

Cybersecurity Shakeout

Cybersecurity Shakeout

My top three cyber stocks The new vanguard No apologies for coming back to cybersecurity today. It's a vexed and confusing subject for investors as I understood from talking to a cross section of VCs and fund managers over the last six months. The $80 billion global...

Trump, Hacking and an Inflection Point for AI

Trump, Hacking and an Inflection Point for AI

The Google pivot to hardware Three articles worth reading After the Debate last night, I’m reminded of a comment made by Robert Shiller that we can only understand global politics and economics if we first understand that we live in a ''post-factual world''. It's what...

No Screens, No Keypads, No Swipe, No Touch

No Screens, No Keypads, No Swipe, No Touch

The end of the smartphone A $50bn market in voice search by 2020 In the 2013 movie 'Her', the central character has a love affair with a disembodied voice. The voice begins by making a few tentative inquiries of its owner, but it soon learns his habits and...

In a Flat World, the Story Counts

In a Flat World, the Story Counts

Four lessons I learned from Regis McKenna The next tech visionaries Masayoshi Sun hit the headlines this summer when his company SoftBank acquired UK chipmaker ARM for £24.3bn. In profiles following the deal, he was described as “an unrepentant visionary”. Someone who...