What History Tells Us About the Next Market Leaders

This UBS blog discusses how major technological transitions, from mainframes to AI, lead to a change in market leadership, favoring disruptive new entrants over incumbents.

Key Takeaways

• 1.The market is currently in a major technology shift toward AI, which historically redraws the leaderboard of market leaders.
• 2.Incumbents rarely maintain dominance across technology eras because they are structurally incentivized to protect legacy businesses.
• 3.Success in the AI era will likely go to new entrants, those who avoid hardware gluts, and those who reach platform scale fastest.

Table of Contents

• Blog
• Global asset class preferences definitions
• Appendix
• Risk information
• Generic investment research – Risk information

Document Preview

Page 1 of 3

Subscribe for full accessStart Free Trial