Every 10 to 15 years, I see these enormous shifts and changes in the technology industry. This very transition is starting to take place right now. I see tremendous opportunities and profit pools in play. Innovation is at its finest.
1. Companies want to learn more about their most valauble assets; Human Capital. Knowledge deficit is over a $20 Billion dollar industry and companies like WhoKnows are here to solve it. Knowledge acceleration will be a top priorty for Fortune 500 in the years to come.
2. Big Data will become more industry focused. Palantir, which is big in goverment, has moved into new areas such as finance and pharmaceuticals. Predecitve analytics and maping data brings new players to this market. I'm looking for companies such as Cloudera and Ayasdi to make waves and save companies hundreds of millions in 2014. Next Gereration Anylytics, Enterprise Security, and Application Managment continues to grow. We are remain very bullish on Splunk and FireEye.
3. Crowdsourcing drives forward. I see brilliant market strategey from companies such as Deliv, who is turning existing mall retail space into distribution centers acorss the US. Getting items delivered to you, when/where you want, and on that same day. The impactful move breaths new life into the major retailers, and you have the support from the largest mall operators.
4. Bot Security to be tackeled by new incumbent; Shape Security. Stealth success very promising.