Artificial intelligence, machine learning, robotics, autonomous vehicles, and 3D printers are key component technologies of our automation theme. We have been following automation closely since 2011 and have published over 200 reports focusing on different aspects of the subject.
“AI is moving so fast it is now a blur,” underscores Neil Jacobstein of Singularity University, warning that you do not want the speed of progress in AI to be invisible to you. Historically, robotics and AI have been two separate fields. However, the fields have recently begun to converge.
Similarly, we believe that 3D-printing will help drive one of the most significant transfers of wealth, as it converges with materials science and AI to upend the $12 trillion manufacturing sector.
Since 2011, our 210 stock recommendations in the automation theme have gained 148.1%, on average (excluding re-recommendations), versus a comparable average gain of 102.4% for the S&P 500 index and 68.7% for the MSCI World.*
*Performance through the end of trading on July 23, 2021.
157 Related Articles...
WILTW - May 2, 2024
Since 2011, we have argued that robotics and artificial intelligence (AI) would have a profound impact on the global economy and business efficiency. The confluence of training approaches centered around AI integration, data collaboration, and novel ...
moreWILTW - April 18, 2024
For over two decades, we have tracked developments across computing architectures and the implications of growing demand for Earth’s most-precious commodity—water. The digitization of economies worldwide has led to an enormous rise in the need for da...
moreWILTW - March 28, 2024
The 13D Automation Index has returned 660.0% since its inception in WILTW May 7, 2015, versus 196.3% for the S&P 500 Index. In 1Q 24, the Automation Index outperformed the S&P 500 Index by two percentage points (12.4% vs. 10.4%).
Last week, we att...
moreWILTW - February 1, 2024
We have tracked the disruptive implications of AI for over a decade (see reports). In WILTW December 10, 2020, we made the case that GPT-3 could change the world. In November 2022, ChatGPT was released by OpenAI. In WILTW February 9, 2023, we argued ...
moreWILTW - January 25, 2024
For over two decades, we have tracked developments across computing architectures. In 2023, we authored eight articles, making the case that the rapid digitization and adoption of AI workflows in all economic sectors necessitate unprecedented computi...
moreWILTW - January 11, 2024
For over five years, we have argued that global supply-chain reconfiguration is imminent. Driving factors include geographic and manufacturing concentration, growing supply-chain complexity, intensifying geopolitical uncertainty, and the quest for se...
moreWILTW - December 21, 2023
The 13D Automation Index has returned +47.3% year-to-date (YTD) versus +24.4% for the S&P 500 index. In 4Q, the Automation Index outperformed the S&P 500 index by 8.4 percentage points (18.4% vs. 10.0%).
We continue to believe that automation rema...
moreWILTW - November 16, 2023
For over a decade, we have argued that artificial intelligence will be a game changer for every business, enhancing human capabilities, driving innovation, and boosting productivity (see WILTW reports).
GAI represents a step-change in how artificia...
moreWILTW - October 12, 2023
We have tracked the disruptive implications of AI for over a decade (see reports). We have also argued that “edge computing” and 5G would fundamentally restructure the global cloud sector (see reports). Low latency at the “edge” of networks is essent...
moreWILTW - September 28, 2023
The 13D Automation Index has returned 22.3% year-to-date (YTD) despite a 11.2% loss in 3Q23. The losses came partially from fears of continued rising interest rates and slowing economic growth. While the index outperformed the S&P’s 12.7% return YTD,...
more