The Tech Giants: Part One
The new Macro Watch video is the first in a two-part series examining the six largest US tech giants, ranked according to the amount they invest in Research and Development (R&D). They are:
This presentation looks at the Products and Services offered by each company across 15 categories:
- On-line Retailing
- Social Media/Messaging
- Operating Systems
- The Cloud
- Artificial Intelligence & Machine Learning
- Autonomous Vehicles/Self-Driving Cars
- The Internet of Things (IoT)
- Gaming/Virtual Reality/Augmented Reality
- Streaming of Video/Music/Books
We find that all of these companies have one thing in common: In one way or another, they are all now in the business of Processing Data Through Artificial Intelligence.
In fact, these companies are driving an AI Revolution that is going to fundamentally change the way we live and work over the next two decades.
Macro Watch focuses on the Macroeconomic factors driving the global economy and the financial markets. It rarely comments on individual companies. However, the investments of these six companies in R&D are so large that they are already having a significant Macroeconomic impact – and that impact is almost certain to become very much larger over the next few years.
Macro Watch subscribers can log in and watch The Tech Giants – Part One now. The video is 22-minutes long and offers 40 downloadable charts.
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