Disruptive Innovation: Why Now?

Through an extensive research process, we have identified five transformative innovation platforms that could change the way the world works and become the critical productivity signposts that future historians identify. Artificial intelligence, DNA sequencing, robotics, energy storage, and blockchain technology are approaching tipping points as costs drop, unleashing demand across sectors and geographies and spawning more innovation.

According to our estimates, the five technology platforms should generate more than $50 trillion in business value and wealth creation over the next 10-15 years. Today, they account for less than $6 trillion in global equity market capitalization, giving investors an opportunity to capitalize by almost 10-fold if they have positioned their portfolios on the right side of innovation.