Agriculture machinery makers put a lot of efforts last year in developing their digital capabilities and autonomous driving technology, as illustrated notably by CNH’s takeover of Raven Industries for $2.1 billion and Deere’s purchase for $250 million of Bear Flag Robotics. These initiatives seem to be bearing fruit as Deere unveiled last week, during the Consumer Electronics Show…
Many cyber-attacks and security breaches made the headlines last year (SolarWinds, Kaseya…). But that was almost nothing compared to the Log4Shell vulnerability present in the Java open-source Apache logging library Log4J that was revealed in early December and sparked a coordinated response from several US agencies (NSA, FBI, CISA…). This dismay is not disproportionate as…
Marvell’s impressive earnings last night (61% growth, 8% above consensus ; 34.5% operating margin vs. 32% expected) are likely to cast a positive light on most connectivity and data center semiconductor players today as Marvell has one of the most comprehensive semiconductor portfolios, covering notably telecoms, data centers, enterprise networking and auto. Marvell is one our…
If Facebook’s long-term strategy was not yet clear enough for everyone, its recent name change to Meta unambiguously states the company’s objective to be a major actor in the buildout of Internet’s upcoming (r)evolution, which premises are already starting to be visible through different angles. From the gaming industry’s perspective, the Web’s next iteration will…
Ten days ago, Nike made the headlines when it announced NIKELAND, its own virtual space in Roblox modeled after its real-life headquarters. This move was followed by Adidas, which teased a collaboration with Sandbox, a blockchain-powered virtual world and followed up with a partnership with crypto exchange Coinbase. This sudden rush from large consumer brands to…
Major video games are gradually turning into Metaverse destinations offering to their vast user base a wide range of activities well beyond gaming and including notably social interactions, entertainment and shopping in a 3D world. Roblox, our second largest portfolio company, clearly stands ahead of the pack when it comes to building a Metaverse, as…
Facebook made the headlines last week when it announced a rebranding to Meta, a strategic shift towards the Metaverse and massive investments over coming years to support its ambitions (starting with $10 billion in 2021). While the timing of these announcements could have much to do with an attempt to divert attention from recent bad…
The increasing climate change awareness over the last years, from both governments and consumers, has resulted in the fight to eradicate greenhouse gases becoming a global priority. As approximately one-third of CO2 emissions are attributed to agriculture, the sector has come under the spotlight to implement changes in the way it produces food. Among various…
Since the beginning of the COVID-19 pandemic, cybercrime activity has been on a tear (e.g. +130% for ransomware) as companies had no choice but to open up their IT network to remote workers and devices, often struggling to comprehensively secure it on time, leaving entry points for malicious attacks. Interestingly, 50% of these security failures…
Cleantech stocks have been in the eye of the storm this year, with solar, wind and hydrogen pure players declining 20-40% on average notably as the US government’s push in favor of hydrogen and other clean energies in the Infrastructure bill was underwhelming (e.g. $9.5 billion for hydrogen). That said, it seems like Democrats have…