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The Cloudcast

Evaluating Market Changing Trends

27 min • 22 december 2024

If AI is going to be the next big trend in tech and impact every aspect of society, how do you go about trying to evaluate where it is today and where it might be in a few years or a decade?


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HOW MIGHT YOU CONSIDER THE BEGINNING OF A TECHNOLOGY MARKET SHIFT?

  • What’s the landscape of players in the game?
  • What are the potential moats? (technology, economics, people, political policies, geographic)
  • What are the economics of the technology shift? Where will big changes happen? 
  • What are the usage patterns? Are they well defined? 
  • How long behind the consumer shifts will the enterprise shifts happen? 
  • What behaviors will need to change (significantly) for this to have wide adoption?
  • How might this impact my work, my family, my company, etc.?


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