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FEATURED THEME

Creative Disruption & Innovation
The next generation of exponential technologies are converging and beginning to scale, creating new business models, including next generation wireless networks, alternative energy, biotechnology, automation, and quantum science.

Starting in 1995, we began to focus our research on innovation and the creative destruction that comes from it. Over the last 25-plus years, we have explored the ramifications of almost all technologies.

The accelerating convergence is causing the rate of acceleration itself to accelerate.  Implications include new exponential business models, massive disruption of old-line industries, potential solutions to global grand challenges such as climate change, and an escalating technology arms race.  Creative disruption in the exponential age means many incumbent businesses will increasingly be in harm’s way.

A comprehensive listing of all our creative destruction reports can be found here.

We believe there are several key technology platforms that have been and will continue to drive innovation in the years ahead. The key technology platforms are:

  1. Clean Energy
  2. Automation
  3. Genomics
  4. Quantum Science
  5. Blockchain/Web 3.0
  6. Next Generation Wireless Networks
WILTW - May 28, 2026
The alarming trajectory of the current Ebola outbreak has prompted the WHO to declare an international public health emergency. What are the implications when international co-operation is on the decline, and sovereign debts are soaring?
These emergencies persist not because the world lacks scientific knowledge, but because conflict, inequity, collapsing vaccination systems, and political fragility continue to erode the foundations of public health.  –“The Next Pandemic Will Come Fro... more
WILTW - May 28, 2026
A populist revolt against AI is gaining steam as the technology that is the future of American innovation quickly becomes a political liability. What are the implications?
Public opinion is cratering, policy makers are scrambling, and it seems the only thing growing faster than the AI industry may be Americans’ rebellion against it. Unlike the dawn of the internet and social media, AI resistance has rocketed into a pow... more
WILTW - May 28, 2026
The escalating global-quantum-computing race is emerging as the linchpin in the competition for technological supremacy. Last week’s decision by the U.S government to take equity stakes in nine quantum companies, set against China’s recent breakthroughs, marks a decisive inflection point in the global race for quantum advantage. What are the implications? How to invest.
We have tracked advances in quantum science since 2013, arguing that the technologies will determine the winners of the 21st century (see reports). In WILTW December 11, 2025, we made the case that quantum computing may be ready for prime time. Last ... more
WILTW - May 21, 2026
China is reshaping the AI race by building a cheaper, more deployable AI stack. The Western AI debate is still using the wrong scoreboard to measure China's advancements.  The U.S. retains a narrowing lead in frontier models, while China is gaining ground in cost-effective inference, open-model adoption, industrial deployment, and stack independence. What are the implications? How to invest.
Since 2016, we have argued that the escalating U.S.-China tech-arms race could shift the geopolitical balance of power in the 21st century (see reports). AI is now the central battlefield. In WILTW January 15, 2026, we underscored that DeepSeek’s arc... more
WILTW - May 21, 2026
The Knowledge Monoculture: how AI is reshaping market structure and where the edge goes next.
We have made the claim that AI is debasing explicit knowledge—codifiable, digitized and transferable—in a manner analogous to the debasement of currency by central banks (See WILTW May 14, 2026). As a result, we argue that value is migrating away fro... more
WILTW - May 14, 2026
China is gaining a commanding position in AI-token production, reshaping the U.S.-China Tech-Arms Race around a new metric. The country that produces the most tokens per watt at the lowest cost per million will set the margin structure of the AI economy. Washington’s response hinges on the American power grid. What are the implications? How to invest.
Since 2016, we have argued that an increasingly confrontational tech-arms race could shift the geopolitical balance of power in the 21st century (see reports). We have also made the case that China is positioning itself as the nation in the driver’s ... more
WILTW - May 7, 2026
“Q-Day” may be closer than previously thought. Sharp reductions in the quantum resources required to break modern encryption underscore the urgency of upgrading the world’s IT infrastructure to quantum-resistant cryptography. What are the implications? How to invest.
We have tracked cybersecurity since 2001 (see reports), and quantum science since 2013, arguing that these two technologies will help determine the winners of the 21st century (see reports). In WILTW December 11, 2025, we made the case that quantum c... more
WILTW - April 9, 2026
Electrotech—solar, wind, batteries, electric vehicles, and heat pumps—offer an affordable escape from the volatile world of fossil energy.
The war in Iran has triggered the second energy crisis in four years and may be the most significant shock to the global economy since the GFC. Over 40 major energy infrastructure assets have been damaged so far. Even if attacks cease today, the dama... more
WILTW - April 9, 2026
Two landmark cases aligned social media companies with Big Tobacco—and won. What are the implications? 
In Los Angeles last month, a jury decided in favor of a plaintiff who had claimed that Meta and YouTube hooked her with its addictive products, leading to anxiety and depression. The verdict validated a novel legal theory that social media sites or a... more
WILTW - March 5, 2026
The memory-chip shortage is worsening, driven by massive demand to build AI infrastructure. The sector is breaking its historical cyclical-demand pattern, while an emerging shortage of critical minerals poses a strategic risk to memory-chip production. What are the implications? How to invest. 
For over a decade, we have argued that AI will become ubiquitous, enhancing human abilities, increasing productivity, and creating value (see reports). However, AI is hitting a “memory wall,” where LLM performance is constrained not by computational ... more
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