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Big Ideas 2023: Technological Convergence

FYI - For Your Innovation

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The Green Trajectory Is Right

If you look at energy storage, we think that robo taxis are going to deliver $26 trillion in real GDP incremental to consensus by 2030. And then robotics as well as they infiltrate people's homes and they allow manufactured processes to accelerate will deliver an excess of $10 trillion inreal GDP growth. So adding up those two alone, those two innovation platforms alone would suggest that we are on the green trajectory here rather than the red trajectory. On the right side of this forecast, there's less certainty about how these technologies will be measured in the macroeconomic statistics.

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