Tip of the Iceberg: Understanding the Full Depth of Big Tech’s Contribution to US Innovation and Competitiveness
Contents Key Takeaways 1 Introduction. 2 Societal Benefits 4 Recognize and Account for the “Full Iceberg” 33 Conclusion. 34 Endnotes 34 As late as the early 2010s, large U.S. information…
Unlocking High-Conviction Opportunities in Tech’s Next Frontier
The global technology sector is undergoing a seismic shift, driven by the relentless pursuit of artificial intelligence (AI) dominance. At the heart of this transformation lies a critical metric: capital…