The next 25 years of tech – investment thesis waiting to be written

The next 25 years of tech – investment thesis waiting to be written

Five innovations are quietly reshaping where smart capital is moving: AI infrastructure, biotech-tech convergence, quantum computing, next-generation energy storage, and spatial computing. Each one sounds futuristic. None of them are.

AI infrastructure alone is pulling hundreds of billions into data centers, chips, and cooling systems — and that buildout is still in its early innings. Biotech convergence is turning healthcare into a software problem, opening entirely new asset classes in the process. Quantum is 5-10 years from commercial scale, which means the patient capital going in now will look prescient by 2030. Energy storage is the backbone of every electrification bet you’re already making. And spatial computing is positioning itself as the next platform shift after mobile.

The investors who will benefit most aren’t the ones who wait for certainty. They’re the ones who study the direction of travel now.

Which of these five do you think carries the most underappreciated upside over the next decade?

🔗 Source: https://www.wsj.com/tech/ew-tech-expectations-expert-opinion-6e3e631d