#4 - HUMANOID ROBOTS
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#3 - ELECTRIC VEHICLES
From a standing start in 2010 electric vehicles now account for 18% of all cars sold worldwide thanks to the likes of Tesla and BYD, but will they ever be 100%?
#2 - DIGITAL ADVERTISING
Alphabet and Meta Platforms rode a digital advertising market that grew 16.4% per year from 2010 to 2024, but will digital advertising soon become a post-growth market?
#1 - PAYMENTS
Are we near the beginning, middle or end of the multi-trillion dollar transition from cash to non cash payments that propelled outsized returns in Visa and Mastercard?