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ChatGPT is already transforming the world. In this month’s newsletter we explore the duality - the yin and yang - of generative AI, while asking if it is ushering in the next tech bubble.
(Image by Dall-E 2: “a painting in the style of Picasso depicting the rise of generative AI”).
Read More2022 may have delivered unprecedented challenges – even for the most battle-scarred of investors – but it’s important to put this year’s Tech meltdown into longer term context. While the circumstances might be extraordinary, some of the outcomes are remarkably familiar.
Read MoreHistory will record this as the time when some of the tech giants started mass layoffs, when quarterly results stumbled, when FTX failed and when Twitter changed hands.
Such turmoil! Yet entrepreneurs and investors are still remarkably positive in selected verticals. One of those is Logistics and Supply Chain. Dive in with us.
Read MoreMountain towns around the world transformed into hot beds of tech during the pandemic, as distributed workforces found their way there in search of fresh air and a healthier environment. At North Ridge Partners we’ve been studying successful tech mountain towns like Boulder, Colorado and Bend, Oregon in our quest to help Queenstown - our spiritual home in the Southern Alps of New Zealand - to build out its own tech ecosystem.
Read MoreCybersecurity has rocketed towards the top of many risk registries, and IT spending to secure networks, data and systems is growing strongly. That’s good news for cybersecurity vendors and provides ample opportunities for investors in a sector where valuations have already significantly retreated along with the wider tech category
Read MoreCybercrime, increasingly including nation-state attacks, costs businesses and the community upwards of US$440bn a year, according to McAfee, and the problem is getting worse.
Read MoreThe move by chip manufacturer Broadcom to acquire VMware — the business that famously popularised virtualisation and led to the rise of cloud computing — in May 2022, caught the market by surprise for two reasons.
Read MoreSovereign states, and even corporations, are pondering the first heavy industrial-scale conflict in Europe since the middle of the 20th Century and some of the questions are being answered far from the trenches … in space. C'est la guerre.
Read MoreSovereign states – and even corporations – are pondering the first heavy industrial-scale conflict in Europe since the middle of the 20th Century and some of the questions are being answered far from the trenches.
Read MoreThe growing focus on defence capabilities in space is likely to be a boon for many participants in the sector. Here are three companies set to benefit.
Read MoreSoftware may be eating the planet, but today there’s widespread indigestion. After a multi-year tear, software company multiples have given back gains. Profitability is now back in vogue, with value investors finally smiling, as growth investors cringe.
Read MoreA decade’s worth of digital transformation, supercharged by two years of COVID-fuelled acceleration, delivered a boon for software businesses.
Read MoreListed software companies in ANZ and Asia experienced the same explosive burst in valuations as their US counterparts, but there are some important differences.
Read MoreWith more than 270 million people scattered across a vast archipelago, working and living in one of the world's largest, rapidly developing economies, can Indonesia’s entrepreneurs build an SE Asian digital powerhouse.
Read MoreWith 17,000 islands strung out across thousands of kilometres, Indonesia spans a vast arc of the planet's surface and at least 17,000 potential points of pain as climate change accelerates sea level rise and the chaotic disintegration of long-established weather patterns. But with more than 270 million people scattered through that island chain, working and living in one of the world's largest, rapidly developing economies, the huge republic is destined to drive technological and economic adaptation to change, both locally and at global scale.
Read MoreWith technology set to add trillions to the Indonesian economy over the next two decades, and with the Indonesian government creating a legislative and regulatory environment designed to accelerate growth, the nation's entrepreneurs are innovating across a wide selection of industries.
Read MoreIn financial markets, the storm is always perfect, and the lessons are always clear. That doesn’t mean that most people will heed them — or even remember them!
Read MoreIn financial markets, the storm is always perfect, and the lessons are always clear. That doesn’t mean we always heed them, or even remember them.
Read MoreUntil the first quarter of 2022, the mega growth cycle for tech stocks, fuelled by the Fed, the impact of global digitalization, and the growth of the Chinese economy, had continued to deliver a sustained bull run. More recently, with a COVID-inspired need to do everything online, we saw a massive spike in all things tech. When the pandemic hit, a huge number of second and third tier tech stocks lifted off.
Read MoreLast year, 65 AI-related companies achieved billion dollar+ valuations. This month we delve into the AI phenomenon, examining how it will complement or replace human decision-making. We also feature three AI startups across the region, each blazing their own trail.
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