TECHNOLOGY
LONG TERM TREND
Continuous and exponential increase in compute power, driving ever-more complex calculations, faster, at scale
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RECENT INFLECTION
Multi-modal Generative Artificial Intelligence (GenAi)
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IMPLICATION
Enabling productivity enhancement and break-through innovation in
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Mobility (Autonomous driving, EVs,...)
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Longevity (Genetic science, anti-ageing,...)
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Reality (Personalisation, AR/VR,...)
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NEXT BREAKTHROUGH TO WATCH
Quantum computing
CRYPTO
LONG TERM TREND
Wholesale digitisation and growth in cryptographic security enabling enhanced forms of (peer-to-peer) communication, commerce and social engagement
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RECENT INFLECTION
Invention of digital scarcity (unique, verifiable, non-duplicable digital assets)
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IMPLICATION
Ability to have decentralised, trustless and self-sovereign networks that are safe, transparent and instant​
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Disintermediation of value chains
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Digital exchange of value
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Tokenisation of real world assets
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NEXT BREAKTHROUGH TO WATCH
Zero-knowledge-proof identification
ENERGY
LONG TERM TREND
Growing per capita energy usage and dependency on fossil fuels leading to elevated emissions
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RECENT INFLECTION
Mandated net-zero emission targets driving need for cleaner (and cheaper) energy sources (production) and uses (demand)
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IMPLICATION
Structural imbalance between demand and supply of energy transition materials
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New sources of energy (Renewables, Nuclear,...)
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New infrastructure (Transmission, Distribution,...)
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New demand (EVs, Blockchain, AI,...)
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NEXT BREAKTHROUGH TO WATCH
Energy abundance (free energy)