The Next Computer Revolution and its Investment Implications

The Next Computer Revolution and its Investment Implications
Image source: Pixabay

Begin with two facts.  One: computers continue to evolve and improve at an astonishing rate.  Two: people are not getting any smarter.  These two facts have driven and will drive much of the success in the computer, software and social media industries, among others.  Consider, for example, the move from DOS and UNIX to windows based interfaces in the 1980s.  The more intuitive, easy to use windows interface, had a dramatic impact on how, and how much, people used computers.  That translated into increased demand for a host of new services and products.  But even windows computing is far from natural.  People don’t communicate by moving things across screens – they watch and talk.


Like the last revolution the next one will be based on a fundamental change in the human-machine interface.  People want to interact with machines the way they interact with other people.  Amazon’s Alexa is the tip of the iceberg.

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