Major Technology Trends based on Executives & Venture Money published by Mckinsey Today: *Read the full below
I'm long & bullish:
1. $PLTR (Applied AI, ML)
2. $PATH (Next-Gen Automation)
3. $CRWD (Cyber-risk)
4. $ZS & $NET (Trust Architecture)
We're still in early innings!
McKinsey Tech Trends Index:
Mapping based on some of these technology maturities and industry/corporate adoption.
The next decade of technological progress will be mind-blowing.
See excerpts from the report below o
By 2022, 70% of companies will employ hybrid or multicloud-management technologies, tools, & processes, which are the hallmarks of distributed IT infrastructures.
Reflected by a rise in the software sourced by companies from cloud-service platforms, open repositories Enterprise software-as-a-service (SaaS) providers—from today’s 23% to nearly 50% in 2025, if current trends continue, potential for this to jump to 80% if adoption accelerates
The report is absolutely mind-blowing! I can't do it all in a thread.
I could see significant opportunities for companies like
+ $DDOG
+ $DOCN
+ $S and all the cybersecurity companies as seen below
First piece of the report:
This goes into details on the trends --- Details patents, investments and major trends.
Tagging some tech experts : @summerlinARK @hhhypergrowth @StackInvesting @jaminball
mckinsey.com/business-funct…
2nd Report was a joint effort btw VC's, Uni-researchers and executives
mckinsey.com/~/media/McKins…
I don't have time to create a full thread, feel free to read everything in the report above.
This is the type of alternative research I love that validates my thesis. Hope it helps!
For those that read the report, feel free to let me know your thoughts on it!
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