Momenta I Digital Thread

Andrew Obin, Senior Multi-Industry Analyst, BofA - Payback time

Mar 1, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Digital Industry World Series and the Digital Machinations Theme
01:33 • 2min
3
The Return on Invested Capital Equation Has Fundamentally Shifted
03:27 • 3min
4
The Future of Automation Demand
06:18 • 3min
5
The US Industrial Policy to Build Out World Leading Decarbonization Industry
09:13 • 3min
6
The Trends in Industrial Software
12:08 • 3min
7
The Rise of the Cloud Vendors
15:19 • 4min
8
The Rise of Robotics in the Cloud
18:54 • 5min
9
Supply Chains, Flexibility Versus Efficiency
23:35 • 3min
10
The Future of Industrial Policy
26:20 • 4min
11
The Complexity of the Global Economy
30:41 • 2min
12
The Impact of Industry Five on the Environment
32:56 • 5min