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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 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
WILTW - February 26, 2026
South Australia has undergone a world-leading rapid energy transition, reaching 84% renewable power on its way to 100% renewable in 2027, using only solar and wind. Power prices have plunged 30%. Battery storage was the key to unlocking this. Globally, battery storage capacity increased by a record 65% last year. 
South Australia’s 100% renewable power goal is intended to be its future economic-development engine. This includes new industries powered by its low-cost renewable surplus, such as green hydrogen and ammonia production. South Australia is one of si... more
WILTW - February 26, 2026
China’s humanoid-robot industry is rapidly moving from R&D prototypes to mass production and deployment. China is once again dominating an emerging technology in the U.S.-China tech-arms race by developing the entire value chain at an industrial scale. To capture this growth potential, we are adding Chinese humanoid-robot-related companies to the 13D Tech-Arms Race Index. 
Since 2024, we have argued that humanoid robots are poised to become a multi-trillion-dollar industry (see reports). China leads in low-cost hardware and mass manufacturing, enabling rapid robotics deployment. The U.S. excels in intelligence software... more
WILTW - January 15, 2026
DeepSeek’s architectural innovations dramatically reduce the AI training and inference costs. China is emerging as a world leader in AI’s industrial integration, upending industry dynamics. What are the implications? The 13D Tech-Arms Race Index is a long-term beneficiary.
Since 2016, we have argued that the escalating tech-arms race could shift the balance of power (see reports).  The advent of generative AI (genAI) marks a fundamental shift in the technology’s development toward becoming a general-purpose technology.... more
WILTW - December 18, 2025
Disruption and Innovation
We have studied the implications of disruptive and innovative technologies for over three decades, publishing over 1,500 articles. In 4Q25, we published six articles on the theme. Topics covered include quantum computing, revolutionary advances in re... more
WILTW - December 18, 2025
Grid Infrastructure 
The 13D Grid Infrastructure Index has generated a total return of 184.7% compared to 68.3% for the S&P 500 Index since inception in WILTW June 24, 2021. Since its official launch in WILTW September 24, 2025, the index has outperformed the S&P 500 Ind... more
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