Prediction: Apple Will Release an AR Product Next Year
I’ve long predicted that AR eyewear will be Apple’s next major product category. Apple understands the value of AR as a computing platform upon which applications can be built and monetized.
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The EV Industry Faces Trouble with Sourcing Commodities
The cars themselves are not really the problem (i.e. the steel, materials, and electronic components). The constraints are going to come with the batteries, specifically with the commodities needed to make these batteries. They’re really the long pole for...
More Autonomous Ride-Hailing Services Will Launch Next Year
Absolutely, and not just with Waymo. I’ll even argue that the rollout of self-driving technology will be nationwide, thanks to Tesla, but I’m sure we’ll get to that topic in a moment.
The Impact of the CHIPS Act on Manufacturing in 2023
The important thing is that it’s moving forward. This is smart legislation. And what’s interesting is the geopolitical backdrop that this is happening in.
The Fed Will Be Forced to Pivot in 2023
My working assumption is that the Fed will wait until the Fed Funds Rate is within 50 basis points of the core CPI. That would give them enough cover to declare “mission accomplished” and back off.
Incredible Breakthroughs Will Spur Rapid Adoption in 2023
With 2022 coming to a close, we’ll look back at some of the incredible developments that took place in bleeding-edge industries this year – and look ahead at what’s to come in 2023.