Idei de Trading Post Coronavirus
Idei de Trading Post Coronavirus
Idei de Trading Post Coronavirus
By Jeff Brown
Transformation No. 1: Making Manufacturing “Antifragile”
I believe that this experience is a catalyst for changing where and how products
are manufactured. Rather than having a highly centralized manufacturing
infrastructure primarily in mainland China, companies and countries will look to
bring their manufacturing back onshore.
The reality is that the labor cost differentials just aren’t that large anymore.
And contrary to what many people think, this new revolution in manufacturing
will create jobs, not eliminate them. Millions of new jobs will be created to build
and maintain this next generation of manufacturing facilities.
The exponential growth of COVID-19 has taught the world that we can no longer
wait years or even decades to develop effective therapies. And thanks to AI, we
won’t have to.
In the future, AI will make the world nimbler when reacting to new viruses like
COVID-19. And it will accelerate new drugs and therapies to cure diseases the
world over.
And businesses are learning that cloud-based applications are no longer just
convenient pieces of technology to have. They’re essential to continuing daily
operations.
Even when offices are reopened in the weeks ahead, these technologies will
continue to be utilized.
When the dust settles on COVID-19, the world will be forever changed. There’s no
going “back to normal.”
Many industries are going to suffer. More airlines will go bankrupt. Hotels will
shut down. Rental car agencies will face tough times ahead.
But a handful of other companies are already thriving and will continue to do so.
And for well-informed investors, it will be the best investing opportunity of this
decade… and perhaps our lives.
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