Technological mega-trends are reshaping businesses, markets and entire economies.
Latest
Carbonomics: Innovation, Deflation, and Affordable De-carbonization
Net zero is becoming more affordable as technological and financial innovation, supported by policy, are flattening the de-carbonization cost curve. Goldman Sachs Research updates its 2019 Carbonomics cost curve to reflect innovation across c.100 different technologies to de-carbonize power, mobility, buildings, agriculture and industry, and draw three key conclusions.
Green Hydrogen: The Next Transformational Driver of the Utilities Industry
Green hydrogen looks poised to become a once-in-a-generation opportunity: Goldman Sachs Research estimates it could give rise to a €10 trillion addressable market globally by 2050 for the Utilities industry alone.
Edtech Faces the Test
Adam Nordin, head of the Global Education Technology & Services team within Goldman Sachs’ Investment Banking Division, discusses how the surge in demand for online learning is translating into strategic activity across the edtech sector.
How Automated Robots are Supporting the Surge in E-commerce
In this episode of our Venture Capital Horizon series with Heath Terry of Goldman Sachs Research, we dive into the future of e-commerce and the adoption of robotics in everything from manufacturing to packaging and delivery.
The Outlook for Tech Investing
Sung Cho, co-lead of technology investing for Goldman Sachs Asset Management’s US Equity team, discusses how the tech sector is evolving and what that means for investors.
Carbonomics: The Rise of Clean Hydrogen
Clean hydrogen has a major role to play in the path towards net zero carbon, providing de-carbonization solutions in the most challenging parts of the Carbonomics cost curve - including long-haul transport, steel, chemicals, heating and long-term power storage.
Carbonomics: The Green Engine of Economic Recovery
Clean tech has a major role to play in the upcoming economic recovery. Leveraging our Carbonomics cost curve, we estimate that clean tech has the potential to drive US$1-2 tn pa of green infrastructure investments and create 15-20 mn jobs worldwide, through public-private collaboration.
Upending an Industry: How Digital Banking Will Simplify Corporates’ Financial Needs
Hari Moorthy, head of Transaction Banking, talks about how transaction banking is disrupting legacy technologies.
COVID-19’s Impact on the Future of Fintech
The pandemic is accelerating the adoption of financial technology, known as fintech, among consumers, businesses and government entities. Goldman Sachs’ Jeff Gido and Brandon Watkins of the Investment Banking Division shared their insights on the secular trends driving fintech growth and how the shutdown is creating opportunities in the sector.
Accelerated Innovation in the Healthcare Industry
Jenny Chang, portfolio manager for Goldman Sachs Asset Management’s Fundamental Equity team, discusses how the pandemic is driving innovation and increased collaboration across the healthcare industry.
The Evolution of Europe’s Tech Landscape
Clif Marriott, co-head of Goldman Sachs’ Technology, Media and Telecom Group in EMEA, discusses the evolution of Europe’s tech industry and how the crisis is accelerating trends across the sector, including growth in e-commerce and collaboration software as well as the digitization of content.
Clinical Trials Go Digital
What if there was a way to make clinical trials faster, cheaper and more successful? Robert P. Jones of Goldman Sachs Research explains how broader adoption of technologies like artificial intelligence and cloud computing could transform clinical trials and drive a significant reduction in drug development costs. Watch Video
The Future of Fitness
The way people exercise is changing. The all-purpose gym now has to compete with yoga and Pilates boutiques as well as in-home equipment and on-demand digital platforms. Stephen Feldgoise of the Investment Banking Division talks about the rise of investment activity in the industry and what lies ahead for exercise’s continuing evolution. Watch Video
Chipmaking’s Big Step Forward
Extreme ultraviolet lithography is poised to help power the next generation of technologies and impact the $50bn global semiconductor equipment market. Goldman Sachs Research explains how this technology will allow the production of more powerful chips at lower cost. Watch Video
How are “Carbonomics” Reshaping the Energy Industry?
Goldman Sachs’ Michele Della Vigna explains his latest research on the future of energy in the age of climate change.
5G: The Future Unplugged
5G is about to go mainstream. Discover how its speed and reach will shape our future.
Carbonomics: The Future of Energy in the Age of Climate Change
Climate change is re-shaping the energy industry through technological innovation and capital markets’ pressure.
A Historic Year for Healthcare Tech
2019 is set to be a record year for healthcare technology. Goldman Sachs Investment Banking Division explains the rise in activity in this episode of The Long & Short of It. Watch Video
The Power Shift: Europe’s Road to Renewables
Green energy is making up a growing portion of the global energy mix, and Europe is leading the way. Goldman Sachs Research explains how technological advances have slashed the costs of wind and solar power, helping fuel the region’s renewables boom.
The Car Industry Shifts Gears
Autonomous driving is upending the auto industry as both traditional carmakers and new tech companies compete for the future of mobility. Axel Hoefer of Goldman Sachs Investment Banking Division explains how the development of this new technology is impacting deal making. Watch Video
Body Measurement Technology
As more consumers buy their clothes online, body measurement technology is emerging to allow shoppers to accurately measure their body dimensions for a more precise fit. Goldman Sachs Research explains how this technology could help retailers lower return rates and costs. Watch Video
Ride Hailing, Electric Scooters, Even Flying Cars – What’s Next for the Mobility Market?
Heath Terry of Goldman Sachs Research explains how ride-hailing and new businesses are poised to fuel a $7 trillion global mobility market. Listen Now
The Future of Mobility
Nonfinancial corporate debt has risen to an all-time high as a share of US GDP. How much of a threat does this pose to creditors and the sustainability of the expansion? Goldman Sachs Research sees several reasons to not be too concerned. Read Report
The Accelerating Adoption of Hybrid Vehicles
Once lofty expectations for an electric-car future may have been temporarily scaled back, but the adoption of hybrid vehicles is continuing to accelerate. We sat down with Goldman Sachs Research’s Kota Yuzawa who explained why companies are investing in their hybrid technologies before EVs take off in earnest. Learn More
Nandan Nilekani, Co-Founder of Infosys
Infosys co-founder Nandan Nilekani discusses his experiences leading India’s second-largest IT services firm and his efforts to enhance financial inclusion through payment digitization and India’s unique biometric-based identity platform. Watch Video
How Technology is Reshaping Industrials and Materials
Infrastructure, digitization and sustainability were just some of the topics on investors’ minds at the Goldman Sachs Industrials & Materials Conference earlier this month. We spoke with Jerry Revich, Joe Ritchie and Brian Maguire of Goldman Sachs Research who shared thoughts from the conference which, for the first time, combined the Industrials and Materials sectors to connect firm clients and corporate management teams in a single, comprehensive event. Learn More
Dan Rosensweig, President and CEO of Chegg
President and CEO of Chegg Dan Rosensweig discusses the debate over digital learning and his vision to make education less expensive, more accessible and more relevant to the demands of the 21st century economy. Watch Video
Rob Manfred, Commissioner of Major League Baseball
Major League Baseball Commissioner Robert Manfred discusses his efforts to bring new energy and enthusiasm to baseball among fans and the next generation of players, and the ways in which technology and data analytics are helping to modernize the sport. Watch Video
Hugh Herr, Co-Director of MIT Center for Extreme Bionics
In this episode, filmed at the Builders + Innovators Summit in Asia, MIT Media Lab professor Hugh Herr, who lost his legs in a climbing accident, discusses how technological innovations have altered the future for people with physical disabilities. Watch Video
Disruptive Technology Symposium 2019: What's the Next Big Tech Trend?
From AI to mobility, we asked leading figures at the Goldman Sachs Disruptive Technology Symposium in London what they see as the next big technology trend of the future. Watch Video
What Happens When...a Goldman Sachs Research Analyst Explores the Latest in Robotic Technology?
Goldman Sachs Research analyst Isaac Ro visited one of the world's largest robotic surgery training facilities to check out the technology firsthand. This latest episode of our video series What Happens When documents the experience, when Ro performs surgery...on a grape. Watch Video
Anya Hindmarch, Fashion Designer
Fashion designer Anya Hindmarch discusses the innovation driving her fashion business, the storytelling in her designs and how technology continues to change the way she markets her products to the consumer. Watch Video
Music in the Air: Streaming Turns Up the Beat for the Music Industry
Goldman Sachs Research predicts that the growing popularity of music streaming platforms will propel global music revenue to record highs. View Infographic
5G: Moving from the lab to the launchpad
Goldman Sachs Research expects 2019 to be the first year that 5G technology sees material deployment with a focus on fixed wireless broadband in the home. Following this, GS Research expects 5G cellular rollouts for smartphones usage to accelerate in 2020 to accompany the availability of mass market handsets. Read Report
Drew Houston, Dropbox and the Evolution of a Tech Entrepreneur
In this episode, filmed at Goldman Sachs’ Builders + Innovators Summit, Dropbox co-founder and CEO Drew Houston discusses what he has learned as he continues to grow the cloud computing company into one of the biggest disruptors in Silicon Valley. Watch Video
Peter Chernin, The Future Of Digital Entertainment
In this episode, filmed at Goldman Sachs’ Builders + Innovators Summit, media executive Peter Chernin discusses the evolution of digital entertainment and how the business continues to adapt for a changing consumer. Watch Video
eSports Joins the Big Leagues
With one of the fastest-growing fan bases in pro sports, a youthful global audience that’s already larger than Major League Baseball’s and top players who are quickly joining the ranks of millionaires, eSports has entered the mainstream. View Infographic
The Genome Revolution
The genome medicine revolution is front and center as advancements in scientific knowledge and falling costs have raised the possibility of curative treatments for afflictions like blindness and cancer, according to Salveen Richter of Goldman Sachs Research. Watch Video
An Inflection Point in the Global Expansion of Electric Vehicles
The global market for electric vehicles (EVs) is poised for further growth as the cost of batteries continues to decline and major auto manufacturers commit significant resources to electrifying their fleets, explains Chris Buddin of the Investment Banking Division. Watch Video
As Emerging Brands Take Share, M&A Heats Up
As emerging brands take market share from larger, established companies, Jane Dunlevie of Goldman Sachs’ Investment Banking division explains that technology is transforming how consumers identify with brands, as well as how those brands are born and become profitable. Watch Video
NextGen Power: Solar to Transform Europe’s Energy Mix
Solar costs have plummeted by 80% since 2010, which is game-changing for power markets as it removes the main obstacle preventing renewables from dominating the energy mix: the cost of energy from large-scale PV plants is now lower than that of conventional fossil fuel plants. Read Report
Moving Beyond the Early Adopters: Extended Reality Accelerates
Heather Bellini of Goldman Sachs Research weighs in on extended reality, a technology platform that brings augmented and virtual reality together into one medium. Watch Video
Double Vision: Using ‘Digital Twins’ to Pair Virtual and Physical Worlds
Being able to “see it before you build it” has long been a dream of manufacturers, but only recently has technology advanced to the point of making this a reality. Goldman Sachs Research’s Joe Ritchie explains. Watch Video
Quantum Computers: Solving Problems in Minutes, Not Millennia
Companies are accelerating their efforts to develop a powerful new computing model capable of solving more complex, larger-scale problems. Toshiya Hari of Goldman Sachs Research explains. Watch Video
Is Bitcoin a (Bursting) Bubble?
With the dramatic rise (and fall) in Bitcoin prices over the past several months, Allison Nathan, senior strategist for Goldman Sachs Research, takes a look at the market value of cryptocurrencies. Watch Video
Tim Urban, Reasoning for the Future: From Technology to Politics
Tim Urban, co-founder of the blog Wait But Why, spends his days writing about what he calls “this magical world of the future.” He explains everything from space travel to artificial intelligence to the thinking of leaders like Elon Musk. In this discussion, Urban tackles some of the toughest issues he’s written about – from technology to politics. Watch Video
Advice for a Flawless Pitch
We asked five founders and CEOs who attended the Goldman Sachs Private Internet Company Conference to share their tips for crafting a successful pitch. Watch Video
The Line of Sight for Facial Recognition
Advances in machine learning technology are enabling a range of new applications for facial recognition, elevating it to the level of an emerging ecosystem to watch. Gabriela Borges explains as part of Goldman Sachs Research’s “Outsiders” series. Watch Video
Satya Nadella, Hitting Refresh on the Culture of Technology
In this discussion, Satya Nadella, CEO of Microsoft and author of the recently published Hit Refresh, discusses his vision for the future of Microsoft and the technologies that will most impact our economy and society in the next several years, including AI. Watch Video
Uptick: The Rise in Technology IPO Activity
Will Connolly, head of Technology Equity Capital Markets, discusses the uptick in the number and performance of technology IPO’s in 2017, with diversification across sectors and regions, as well as a look ahead to the 2018 IPO market. Watch Video
Voice Search: The Latest Spark in the E-commerce Transition
While today voice search might be used to check the weather or the score of a football game, Goldman Sachs Research’s Heather Bellini sees the technology headed for greater integration in everyday life. Watch Video
Dan Huttenlocher, Founding Dean and Provost of Cornell Tech
Dan Huttenlocher, founding dean and vice provost of Cornell Tech, discusses how the school is creating a new model for higher education and gives his perspectives on the most important technology trends on the horizon, from automation to artificial intelligence, and the impact they will have across industries. Watch Video
Scooter Braun, Disrupting the Music Industry
At Goldman Sachs’ Builders + Innovators Summit, Scooter Braun, founder of SB Projects, discusses his journey from the days of promoting parties in college to discovering pop star Justin Bieber on YouTube in 2008. Braun has become one of the most successful music moguls in the world, managing artists from Ariana Grande to Kanye West, while transforming the industry along the way. Watch Video
The Disruptive Risks of the Dark Net
What started as a channel for secure, anonymous communication has evolved into a multibillion-dollar shadow economy with mainstream risks. Goldman Sachs Research’s Heath Terry explains. Watch Video
The Rise of Digital Gaming
Ryan Nolan of the Goldman Sachs Investment Banking Division outlines three key factors driving the resurgence of the digital gaming industry. Watch Video
Robert Smith, The Fourth Industrial Revolution
Robert Smith, technology investor and founder of Vista Equity Partners, discusses how digitization continues to disrupt entire industries – from insurance to financial services, auto and beyond. Watch Video
Good Leadership in a World of Technological Change
We asked some of the attendees at the 2017 Goldman Sachs Technology & Internet Conference held in San Francisco about the secret to good leadership in a world of rapid technological change. Watch Video
David Solomon on the Technology Landscape
David Solomon, president and co-chief operating officer of Goldman Sachs, discusses how the significant growth of tech giants in 2016 and the pace of technological change is leading to “significant strategic shifts” as companies reevaluate their business strategies. Watch Video
Drones: Reporting for Work
Drones are evolving beyond their military origin to become powerful tools for businesses and local governments. See how they’ll be put to work in fields from firefighting to farming. View Infographic
Precision Farming: Harnessing Technology to Feed the World
Advances in hardware, software and computing power are converging with modern technologies like self-driving tractors and drones to help food producers meet the needs of the future. Goldman Sachs Research’s Jerry Revich explains. Watch Video