The one constant thing in Technology has been change. The chart above is a good visual representation for the change in value of the top tech firms (by market cap) and how they have fluctuated over time. Kerner highlighted the fact that IBM was once 70% of the market value of the top 100 firms, then Microsoft peaked around 30%, and now Apple represents ~20%. Kerner noted he would not be surprised if another company overtakes Apple in the future.
Virtual Reality and Augmented Reality is the future of engagement according to Kerner. Big Data and Artificial Intelligence applied to cars, digital assistants and the home will also be disruptive.
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