關於 alibaba drones ，我們在網路上蒐集到這些相關的討論、資訊與評價

[趨勢]

高盛今天跟美國一家投資網站Motifinvesting.com推出了以主題為主的ETF. 大家可以從中看一下產業趨勢. 也可以從ETF的持股中, 去挑選自己想要投資的個股.

This morning, Motif and Goldman Sachs have launched a suite of five exchange-traded funds based off of thematic trends that Goldman Sachs researchers identified as critical.

“They gave us 25 innovations and we packaged them into five ETFs that have consistent relevance,” Walia says.

這些是關於ETF的詳細說明, 以及其中的最大持股(資料來源: https://247wallst.com/investing/2019/03/07/goldman-sachs-targets-5-thematic-etfs-for-next-wave-of-innovation-with-motif/):

24/7 Wall St. has identified each new thematic ETF here, showing a simplified strategy and target from the Motif site. We also included the top 10 constituents listed in their subindex data as of February 28.

Data-Driven World (GDAT) targets data and the impact on the lifecycle of data delivery and processing. This includes artificial intelligence, big data, cybersecurity, Internet of Things and data infrastructure. The top index constituents as of February 28 were Intel, Microsoft, Alphabet, Nvidia, IBM, Amazon, Apple, Oracle, Cisco and SAP.

Finance Reimagined (GFIN) targets structural changes in the support and delivery of financial services. This includes technologies like the digitization of finance, blockchain and the rise of passive investing. Top constituents as of February 28 were MasterCard, Visa, PayPal, American Express, Square, Intuit, Fiserv, Fidelity National Information, Fleetcor and Wirecard.

Human Evolution (GDNA) targets the development of new knowledge, medicines and technologies for the treatment of human conditions. This spans precision medicine, robotic surgery, genomics, digital health and life extension. Its top constituents were Intuitive Surgical, Medtronic, AstraZeneca, Boston Scientific, Abbott, Fresenius, Johnson & Johnson, Novartis, Roche and Align.

Manufacturing Revolution (GMAN) targets the so-called factories of the future. This includes new materials and energy sources, robotics, 3D printing, renewable energy, drones and future mobility. The manufacturing revolution ETF’s underlying index included the top constituents as Dassault Systems, Tesla, ABB, Rockwell, Schneider Electric, Amazon, Honeywell, Toyota, Emerson Electric and Intel.

New Age Consumer (GBUY) targets consumer preferences of digital natives and their evolving tech-enabled lifestyle. These fall under e-commerce, the evolution of education, experiences over goods, health and wellness, social media, online video and music, and online gaming. The new age consumer index had among its top constituents Alibaba and Amazon of course, followed by Facebook, Tencent, Nike, Netflix, Pinduoduo, Adidas, Weibo and Booking Holdings.

新創的時代過去了？

今天想跟大家分享一個矽谷圈內人最近開始談的秘密—關於新創公司越來越難做，大公司越來越強的討論。

近幾年來，幾個科技越來越成熟：(1)大數據 (big data)與機器學習(machine learning)的應用像是人工智慧(AI)、 無人車，(2)虛擬實境(VR)的應用像是擴增實境(AR)，(3)軟硬體的結合像是家庭機器人、智能家電、物聯網(IoT)。這些科技不僅需要大量資金、專業技術，就算做出來，沒有大公司的大數據，也很難有影響力。

不像是十五年前，紅的是數位：做網站。八年前，紅的是智慧手機：做手機網站、應用程式。這些進入門檻都很低，幾個工程師，頂多加上設計師、產品經理團隊就可以讓產品上架。

上個月Tech Crunch分析，以矽谷最有名的新創孵化器公司Y Combinator為例，五年前，它以投資培養出Airbnb、Dropbox、Stripe自豪，但五年後的今天，該公司的成功案例還是這三家，沒什麼其他可以拿來說嘴。

我朋友在臉書當人力資源，她也說這幾年比較容易招人，尤其中小型電玩公司不像以前那麼容易拿到創投資金，臉書趁勢把該產業的人才招來以類似的技能改做擴增實境。過去，許多臉書員工離職多半是去抱著大筆鈔票的新創，近幾年這樣的情況也比較少。

我認為，說新創時代結束太誇張，矽谷還是會繼續有世界各國的人才湧進創業，不少在稱自己是「小矽谷」的城市，像是倫敦、西雅圖、德州奧斯汀、北卡羅萊納、上海、北京的圈內朋友都還是認為當地的新創很蓬勃。不過，大公司大數據更當道的趨勢值得繼續觀察，我們也都可以想想自己怎麼樣成為趨勢的一部份，畢竟這些新趨勢都是需要新人才的！

#SiliconValley #AI #Hardware #SelfDrivingCars #AR ＃VR ＃矽谷趨勢 ＃虛擬實境 ＃大數據 ＃機器學習 ＃無人車 ＃新創 ＃創業

After the end of the startup era？

Last month Tech Crunch published an article to talk about big companies are getting bigger, and it’s getting harder and harder for start-ups to be successful due to incoming technology.

…today’s new technologies are complicated, expensive, and favor organizations that have huge amounts of scale and capital already…

It is widely accepted that the next wave of important technologies consists of AI, drones, AR/VR, cryptocurrencies, self-driving cars, and the “Internet of Things.”

These technologies are, collectively, hugely important and consequential — but they are not remotely as accessible to startup disruption as the web and smartphones were.

AI doesn’t just require top-tier talent; that talent is all but useless without mountains of the right kind of data. And who has essentially all of the best data? That’s right: the abovementioned Big Five, plus their Chinese counterparts Tencent, Alibaba, and Baidu.

Throngs of technology entrepreneurs are reshaping, “disrupting,” every aspect of our economy. Today’s big businesses are arthritic dinosaurs soon devoured by these nimble, fast-growing mammals with sharp teeth. Right? Er, actually, no. That was last decade. We live in a new world now, and it favors the big, not the small.

A friend of mine who is a recruiter at FB also said that she found it easier to recruit these two years. It has been harder for start ups to get easy funding. FB is also hiring many talents from small/mid-size gaming companies, which has not been performing very well. FB hired them to use their skills to focus on VR/AR.

Also, she said, in the past, many FB employees left the company to join start-ups who got lots of funding. The situation has slowed down these two years.

I think saying start-up trend end is not true, but we should monitor the trend and think how to be part of the trend. New trends means companies need new talents!

https://techcrunch.com/…/ask-not-for-whom-the-deadpool-tol…/

https://medium.com/…/%E6%96%B0%E5%89%B5%E7%9A%84%E6%99%82%E…

新創的時代過去了？

今天想跟大家分享一個矽谷圈內人最近開始談的秘密—關於新創公司越來越難做，大公司越來越強的討論。

近幾年來，幾個科技越來越成熟：(1)大數據 (big data)與機器學習(machine learning)的應用像是人工智慧(AI)、 無人車，(2)虛擬實境(VR)的應用像是擴增實境(AR)，(3)軟硬體的結合像是家庭機器人、智能家電、物聯網(IoT)。這些科技不僅需要大量資金、專業技術，就算做出來，沒有大公司的大數據，也很難有影響力。

不像是十五年前，紅的是數位：做網站。八年前，紅的是智慧手機：做手機網站、應用程式。這些進入門檻都很低，幾個工程師，頂多加上設計師、產品經理團隊就可以讓產品上架。

上個月Tech Crunch分析，以矽谷最有名的新創孵化器公司Y Combinator為例，五年前，它以投資培養出Airbnb、Dropbox、Stripe自豪，但五年後的今天，該公司的成功案例還是這三家，沒什麼其他可以拿來說嘴。

我朋友在臉書當人力資源，她也說這幾年比較容易招人，尤其中小型電玩公司不像以前那麼容易拿到創投資金，臉書趁勢把該產業的人才招來以類似的技能改做擴增實境。過去，許多臉書員工離職多半是去抱著大筆鈔票的新創，近幾年這樣的情況也比較少。

我認為，說新創時代結束太誇張，矽谷還是會繼續有世界各國的人才湧進創業，不少在稱自己是「小矽谷」的城市，像是倫敦、西雅圖、德州奧斯汀、北卡羅萊納、上海、北京的圈內朋友都還是認為當地的新創很蓬勃。不過，大公司大數據更當道的趨勢值得繼續觀察，我們也都可以想想自己怎麼樣成為趨勢的一部份，畢竟這些新趨勢都是需要新人才的！

好讀版
https://medium.com/…/%E6%96%B0%E5%89%B5%E7%9A%84%E6%99%82%E…

#SiliconValley #AI #Hardware #SelfDrivingCars #AR ＃VR ＃矽谷趨勢 ＃虛擬實境 ＃大數據 ＃機器學習 ＃無人車 ＃新創 ＃創業 #人工智慧

After the end of the startup era？

Last month Tech Crunch published an article to talk about big companies are getting bigger, and it’s getting harder and harder for start-ups to be successful due to incoming technology.

“…today’s new technologies are complicated, expensive, and favor organizations that have huge amounts of scale and capital already…”

It is widely accepted that the next wave of important technologies consists of AI, drones, AR/VR, cryptocurrencies, self-driving cars, and the “Internet of Things.”

These technologies are, collectively, hugely important and consequential — but they are not remotely as accessible to startup disruption as the web and smartphones were.

“AI doesn’t just require top-tier talent; that talent is all but useless without mountains of the right kind of data. And who has essentially all of the best data? That’s right: the abovementioned Big Five, plus their Chinese counterparts Tencent, Alibaba, and Baidu.”

“Throngs of technology entrepreneurs are reshaping, “disrupting,” every aspect of our economy. Today’s big businesses are arthritic dinosaurs soon devoured by these nimble, fast-growing mammals with sharp teeth. Right? Er, actually, no. That was last decade. We live in a new world now, and it favors the big, not the small.”

A friend of mine who is a recruiter at FB also said that she found it easier to recruit these two years. It has been harder for startㄦups to get easy funding. FB is also hiring many talents from small/mid-size gaming companies, which has not been performing very well. FB hired them to use their skills to focus on VR/AR.

Also, she said, in the past, many FB employees left the company to join start-ups who got lots of funding. The situation has slowed down these two years.

I think saying start-up trend end is not true, but we should monitor the trend and think how to be part of the trend. New trends means companies need new talents!

https://techcrunch.com/…/ask-not-for-whom-the-deadpool-tol…/