For Marsh, Aon, WTW and Gallagher, AI looks less like a guillotine than a lever—stripping costs from placements, sharpening advisory clout, and spawning new insurable risks—even as it pressures small-ticket business. The winners weld data, governance and speed into advantage.
Behind the quiet hum of hospital labs lies one of healthcare’s toughest moats. Roche, Abbott, and Danaher have built diagnostics empires so entrenched that rivals can’t pry them loose—analyzers, reagents, and data all locking customers in for decades.
From IKEA to Spotify, Sweden keeps turning its modest size into a factory of world-class firms. The secret lies in long-term ownership, digital infrastructure, and a culture where ambition, trust, and design discipline quietly compound into global scale.
Moving money from employers to employees may seem simple, but in payroll, complexity is the moat. From ADP’s dominance to Paychex’s bold Paycor deal, the sector’s leaders thrive on compliance expertise, sticky customer relationships, and the financial cushion of client-fund float.
As models scale and clusters swell, light is taking over the job of moving bits. From 800G pluggables to co-packaged optics, the race is on to deliver more bandwidth per watt—and the winners will be those who can make photons flow with the least power and the least friction.
AI inference has turned data centers into industrial-scale factories, built on dense accelerators, high-bandwidth memory, liquid cooling and optical fabrics. The race to serve tokens efficiently is reshaping supply chains from GPUs to fiber switches.
China’s chip-equipment champions are moving from state-funded experiments to real contenders.
Scale, software and data—not price—now decide who wins in payment processing. Giants like Fiserv, Global Payments and Adyen stitch cards, wallets and bank rails into one brain, lifting approvals and shaving fraud while embedding themselves in merchants’ operating systems.
The networks solve a wicked coordination problem. They give every merchant a way to accept every card from every bank, in every country, with one contract and one technical spec. Replicating that means persuading millions of merchants and tens of thousands of issuers to adopt the same rules
The Global Payment Ecosystem: Visa and Mastercard mint margins as toll roads; fintechs add slick apps but face thinner take rates and fierce competition.
The race to master Gate-All-Around technology marks the semiconductor industry's entry into a new era of atomic-scale manufacturing.
Five firms still dominate hearing aids, but OTC devices, Apple’s earbuds, and Essilor’s hearing glasses are reshaping the entry tier. Aging boosts volume; the moat endures—but growth hinges on upgrading “good-enough” users to premium care.
Showing 12 of 19 total posts
Stay up to date with curated collection of our top stories.
