Gustavo Ballvé on November 23rd, 2010
Corporate Strategy, Food for thought, Home, Industries, Investment Themes, Media, Portfolio Management, Signal or Noise, Tech

The Economist had a “special report” on smart systems recently and it resonates with a previous post here on Buysiders.com (“The cloud, explained“). Figuring out the business models most likely to emerge is interesting, trying to cherry-pick “winners and losers” is tempting, but the hard part is separating the hype from what really matters to investors. We’ll definitely hear more (and post more) on this subject. Here’s a link to a 9-minute video on the special report.

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