a brief analysis of some of the most prominent technology trends that have been either developing or evolving during last year and into 2021.
many second-generation proptech startups are rising to the top.
Digitalization isn’t just replacing brick and mortar processes; it’s also spreading horizontally, making many current operations obsolete. …It’s also accelerating IoT trends and Perception AI’s deployment.
Consolidation of food delivery
…Many restaurants are closing for good, while many others are struggling to offer delivery options. Once a business adds a delivery option, it rarely goes away, so expect many surviving companies to become hybrid.
The growth of ghost or cloud kitchens has accelerated, as well as the crop of startups (and funding) providing automation for them. Time will say how many of them will survive a post-vaccination era or if the quality of the “automated” food is a match for the old school.
However, the disruption has propagated down the supply chain. …synthetic food or agrotech.
Energy race towards fusion
…Our energetic needs keep increasing (exponential computational needs, electrification, agrotech needs, etc.). A functional fusion reactor could unlock incredible strategic value for any nation. …several startups including US and UK ones, are on the verge (3-5 years) to have a functional reactor.
If this becomes real, it could have dramatic geopolitical consequences for the middle east.
Shopify vs. Amazon
Another big story of the year has been the meteoric growth of Shopify. From e-commerce platform to alleged Amazon contender. The differences between both companies are stark, but it seems Shopify is reluctantly moving towards Amazon’s turf (and vice versa). Shopify expanded into fulfillment, integrating the lower part of the value chain.
They want to become the operative system (OS) for e-commerce, and owning the fulfillment piece is critical.