Value Investing Innovative Technology Investing w/ Brett Winton of Ark Investment

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• Innovative Technology Investing w/ Brett Winton of Ark Investment
• DoorDash: The Value of Speed
• Quantum Information Processing Landscape 2020

Innovative Technology Investing w/ Brett Winton of Ark Investment Posted: 04 Dec 2020 05:53 AM PST submitted by /u/themarketplunger [link] [comments]

DoorDash: The Value of Speed Posted: 03 Dec 2020 04:20 PM PST submitted by /u/investorinvestor [link] [comments]

Quantum Information Processing Landscape 2020 Posted: 04 Dec 2020 06:09 AM PST https://uknqt.epsrc.ac.uk/files/qipl2020prospects/ My Personal Thoughts: Semiconductors as a whole from a standpoint of size are reaching a limit on just how small we can get them to be. /u/Beren- recently posted a video about this which I think provides a great summary (https://www.reddit.com/r/SecurityAnalysis/comments/k4oavq/semiconductors_the_ultimate_bargaining_chip/), but basically, within the next few years or so, traditional methods of manufacturing semiconductors will have reached a hard ceiling. Already, in fact, we are beginning to see signs of this approach (i.e with Intel's 10nm fabbing issues / Global Foundries exit from leading-edge production of 7nm.) In order to continue growing, a few viable pathways remain like increasingly customized domain-specific architectures, a greater focus on parallel computation, and of course quantum computing. There's plenty to be said on the former[1], and I'm sure we'll continue to see great advancements there, but with respects to the problem of size specifically, the only real avenue to breaking past the <2/3nm ceiling is a paradigm shift in manufacturing as well as processing approaches. Quantum mechanics unfortunately allows for nothing less. [1] https://inst.eecs.berkeley.edu/~cs152/sp19/lectures/L20-DSA.pdf Interesting report, but this is /r/securityanalysis. I'm not sure this is relevant?: A totally reasonable first impression. I've always found valuing "hard tech" problems like these myself to be the most difficult, in what already is a challenging industry overall from a valuation perspective. I think the key points to keep in mind here are that: Traditional semiconductor manufacturing has reached a ceiling on how much more they can improve. Breaking past the ceiling of <2/3nm will require entirely new quantum processing techniques. Whoever can monopolize this area first, is poised to take over the current extant semiconductor hardware industry. And because the process requires a paradigm shift in approach, traditional incumbents don't have any real advantage over upstart entrants. Therein lies the opportunity. A tale of market cannibalization that I think when viewed in this light provides a much clearer picture of how the semiconductor industry and computing in general, could be affected. submitted by /u/ilikepancakez [link] [comments]

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