Tag: business

AI, Business Models, Innovation, productivity

Blackrock Investment themes 2025

Colin Henderson

In listening to Blackrock Jay Jacobs Head of ETF he mentioned the investment themes Blackrock has identified in the context of re-industrialisation of the economy. See below for detail, but the core three are: Mega Force Description & Investment Implications Demographic Divergence Aging populations in developed economies are expected to constrain growth and productivity, while emerging markets with younger populations and expanding middle classes may benefit from higher growth potential[3][5]. Digital Disruption & AI The rapid adoption of artificial intelligence and digital technologies is transforming productivity, business models, and entire industries. BlackRock sees AI as a foundational driver of future … Continue reading Blackrock Investment themes 2025

AI_factories, AI_research, Infrastructure

The Evolution of AI Infrastructure: From Hyperscaler Dominance to the Rise of AI Factories (2024–2045)

Colin Henderson

The global landscape of artificial intelligence (AI) infrastructure is undergoing a profound transformation, shifting from the current era dominated by hyperscalers—massive cloud providers such as Amazon Web Services, Microsoft Azure, and Google Cloud—towards a future where AI Factories, purpose-built and sovereign-controlled facilities for manufacturing intelligence, are poised to prevail. This report provides a comprehensive analysis of this evolution, examining the technological, economic, and geopolitical forces shaping the transition. Drawing on recent market data, industry forecasts, and emerging trends, the report details the limitations of the hyperscaler model, the architectural and operational innovations of AI Factories, and the implications for global … Continue reading The Evolution of AI Infrastructure: From Hyperscaler Dominance to the Rise of AI Factories (2024–2045)

AI_factories, AI_research

How AI’s Integration Across Industries by 2050 Will Reshape Societal and Economic Structures

Colin Henderson

Profound Restructuring of Society and Economy By 2050, the integration of AI across all major industries is expected to fundamentally reshape both societal and economic structures. This transformation will be characterized by: Societal Transformation Economic and Social Risks Scenario Outlooks for 2050 Futurists and scenario planners outline several possible futures: Conclusion By 2050, AI’s integration will create a society marked by hyper-efficiency, new forms of work, personalized services, and smart environments. While economic growth and quality of life may improve, these advances will bring significant challenges in equity, ethics, and governance. The ultimate impact will depend on how societies manage … Continue reading How AI’s Integration Across Industries by 2050 Will Reshape Societal and Economic Structures

AI_factories, AI_research

API-Driven Future for AI Access

Colin Henderson

I have been searching for views and predictions on AI access over next 25 years. The going assumption is that all business will use AI, but they cannot all build full scle LLM driven AI. Agents will play a part as will other yet to be determined models. But the broad framework indicates an API-Driven Future for AI Access. Note: I am also considering a future where search is not direclty a source of reference, but AI handles that and my job is to tailor the response and make it mine. I am working to understand and deploy full citations … Continue reading API-Driven Future for AI Access

Business Models

The US and UK are both cutting red tape – but will this help consumers?

Colin Henderson

Attributed to Monica Eaton, Founder and CEO of Chargebacks911: “The recent executive order granting the White House direct control over independent regulators like the Securities and Exchange Commission (SEC), Federal Trade Commission (FTC), and Federal Communications Commission (FCC) is a concerning shift that could reshape financial oversight, consumer protections, and technology regulation. This move, mirrored by developments in the U.K., signals a broader global shift in regulatory control—one that threatens to stifle competition and innovation, not enhance them.” “With the shuttering of the Consumer Financial Protection Bureau (CFPB), the launch of innovative new systems like Open Banking now hangs in … Continue reading The US and UK are both cutting red tape – but will this help consumers?

AI, Risk

Applying AI to Strategic Warning

Colin Henderson

Modelling instability risks and stabilisation factors for intelligence and national security Deep research from Alan Turing Institute on AI modelling future risks to inform strategic warning and black swan and significant events. Abstract ———————— This joint report from the Special Competitive Studies Project (SCSP) and CETaS explores the potential of AI systems to make assessments about geopolitical events, and the path ahead for applying AI to strategic warning for national security and intelligence. With strategic AI competition intensifying and technological change accelerating, deliberate action and foresight are indispensable. A performant AI system could give decision-makers in the US and the … Continue reading Applying AI to Strategic Warning

AI

Nvidia GTC 2025: AI Matures into Enterprise Infrastructure

Colin Henderson

Companies are changing the architecture for how they compete. By Sarah Elk and Eric ShengCopyright © 2025 Bain & Company, Inc. All rights reserved.Nvidia GTC 2025: AI Matures into Enterprise Infrastructure Bain provide their latest input on evolution of AI following the Nvidia GTC Conference. My take is that Bain are ahead of the markets on understanding this evolution. AI is becoming industrialized and the work and products coming from Nvidia provide the next generation of building blocks of this evolution. And the prime mover of that evolution is to develop business value through corporate reconstruction built around AI. This … Continue reading Nvidia GTC 2025: AI Matures into Enterprise Infrastructure

AI

“The Technological Republic: Hard Power, Soft Belief, and the Future of the West” by “Alexander C. Karp, Nicholas W. Zamiska”).

Colin Henderson

First Draft book review – Colin Henderson March 7th, 25 My first draft notes on this important new book.  “The Technological Republic: Hard Power, Soft Belief, and the Future of the West” by “Alexander C. Karp, Nicholas W. Zamiska”). 1 First Draft book review – Colin Henderson March 7th, 25 1 Conclusion 6 Preface The Author reflects on his philosophy broadly and more specifically what is wrong and missing in the American approach to invention and use of technology. It is a powerful message that in simple terms could be viewed as a direct reflection from the 60’s and Rand … Continue reading “The Technological Republic: Hard Power, Soft Belief, and the Future of the West” by “Alexander C. Karp, Nicholas W. Zamiska”).

AI

Palantir Stock Soars As Much As 28% To All-Time High—Becoming $200 Billion Company

Colin Henderson

Derek Saul Feb 4, 2025, Forbes Topline Recent stock market favorite Palantir notched another milestone Tuesday, surging after its latest earnings report to join an elite group of U.S. firms worth more than $200 billion as the software giant benefits handsomely from its “position at the center of the AI revolution,” as its billionaire CEO Alexander Karp describes it. Key Facts Shares of Palantir jumped as much as 28% shortly after 10 a.m. EST, registering a record share price of $106.91, as investors reacted overwhelmingly positively to the firm’s fourth-quarter earnings report released Monday afternoon, before the stock settled into a 21% gain by … Continue reading Palantir Stock Soars As Much As 28% To All-Time High—Becoming $200 Billion Company

AI

Open Banking – a reality or not

Colin Henderson

Abstract: Arthur has developed here a modern contextual view of Open Banking and Open Finance. He begins with the right question “Open Banking – a reality or not”. However there are gaps worth exploring for inclusion in this summary. These gaps lie with Safety of Funds and Consumer preferences and motivation to adopt. Arthur BedelCo-Founder @ Connecting the dots in Payments… | Global Revenue at VGS | Board Member | FinTech Advisor | Ex-Pro Tennis PlayerLinkedin ——There remain unanswered questions in this evolving definition which are critical to the success of Open Banking. These gaps are in i. Platform Security … Continue reading Open Banking – a reality or not