Seven Disruptive Techs To Bet On (The House Always Wins)
KPMG asks executives to make "bold, informed bets," which is easier said than done!
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Short take—fast, focused, and straight to the point.
KPMG mirrors other recent reports by consultants by telling executives that now is the time for “bold informed bets,” because KPMG is like a casino, where the house always wins!
That's not an exaggeration. Recent studies have shown that Deloitte, PwC, EY, and KPMG generated $77.8 billion in revenue from AI advisory services. As a percent of revenue, BCG derives 20%, McKinsey 40%, and while KPMG doesn’t have figures available, but they are likely not small.
I don’t mean to disparage KPMG. They are truthful in saying that technology is transforming our future faster than most financial institutions, including banks, can adapt.
KPMG also isn’t wrong when it tells executives to be bold. Still, it seems to lack a sense of empathy for senior managers facing career-breaking decisions in an environment that widely punishes the backers of failed innovation.
KPMG does a great job of laying out the seven disruptive technologies that will participate in the “great convergence,” another theme covered in recent writing by the consulting firm BCG. HERE
It also provides executives with worksheets to help assess how each of the seven technologies represents a “force multiplier for disruption and opportunity.”
While it is true that senior managers do need to take a leap of faith with new technology, telling executives to place bold bets seems cold comfort.
Seven Frontiers of Innovation:
1️⃣ Path to Artificial Superintelligence (ASI)
AI is evolving from passive tools to autonomous agents that sense, reason, and act independently. This progression includes foundational models, multimodal integration, and ever-maturing agentic systems.
2️⃣ Quantum Computing
Quantum technology is beginning to significantly impact the real world. Hardware advancements are speeding up the development of fault-tolerant systems, leading industries to reevaluate their methods for modeling, optimizing, and securing information.
3️⃣ Space Economy
The commercialization of space is accelerating due to lower launch costs, reusable rockets, and miniaturized satellites. This development is creating new business models in communications, earth observation, and in-orbit manufacturing.
4️⃣ Digital Assets
Blockchain is evolving from bright burst to foundational layer. Blockchain technology is now starting to emerge as a valid technology, with digital assets creating value in a decentralized economy.
5️⃣ Computing Infrastructure
AI is transforming enterprise computing. As workloads grow, organizations are encountering higher computing costs, greater energy demand, and supply chain issues. The move toward AI-optimized chips, edge computing, and modular data centers is changing infrastructure design and deployment.
6️⃣ Environmental Resilience
Climate volatility is reshaping business models, capital flow, and infrastructure. Enterprises are adopting strategies like adaptive energy systems, microgrids, AI risk modeling, and carbon removal.
7️⃣ Advanced Manufacturing
A new era of high-tech manufacturing is unfolding. Geopolitical shifts, supply chain vulnerabilities, and government incentives are driving industries to reshore production and modernize operations.
🏝️ Short takes are holiday editions! Shorter, yet packing a punch, even if there are more typos!
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