The Great Unbundling

Every year, I produce a big presentation digging into macro and strategic trends in the tech industry. This year, ‘The Great Unbundling’.

Covid brought shock and a lot of broken habits to tech, but mostly, it accelerates everything that was already changing. 20 trillion dollars of retail, brands, TV and advertising is being overturned, and software is remaking everything from cars to pharma. Meanwhile, China has more smartphone users than Europe and the USA combined, and India is close behind – technology and innovation will be much more widely spread. For that and lots of other reasons, tech is becoming a regulated industry, but if we step over the slogans, what does that actually mean? Tech is entering its second 50 years.

Video

I first gave this presentation at an event in January 2021, in partnership with Nasdaq and Protocol.

Corrections and updates post-publication: misc typos, Amazon, Shopify and Nike numbers updated for 2020 year-end, labelling on slide 38 clarified.

Older presentations

2020: Shoulders of Giants

2017: Ten Year Futures

Winter 2020: European unicorns

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