The High-Tech Industrial Revolution | Uphoff on Industry

The Big Themes:



Will business travel come back? There is a lot
of conjecture about business travel being forever changed by
the forced online interaction of the pandemic. Our sense is it
already has been but not in the way many people think.


Thomas Q2 Sourcing Report is out: And reflects
strong demand across a wide range of categories, with
significant implications for technology markets. We nailed a
few of our Q2 predictions and have several for Q3.


Higher Ed and Healthcare: Two massive markets
that many people feel have been ripe for technology disruption
for years but they remain unchanged. Will this time be
different?


The increase in demand for PCB boards: It’s
not solely coming from the traditional consumer electronics.
It's really coming from the auto industry.



 


The Big Quotes:


“I think for a lot of your listeners, you're seeing the major
cloud vendors are all in on the top two or three focus of
vertical cloud.”


 


“I think we're witnessing a whole new era of how products are
conceived, how they're designed, how they're built, how they're
manufactured, how they're distributed.”


 


This episode is brought to you by BMC Software.


 


 


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