Top 20 corporations in the world, in last 30 years; new batch for next 30 years.

Every generation needs a revolution - an entrepreneurial revolution

Warren Buffet made a list of top 20 companies for the last 30 years, and a new list for next 30 years.  He noted the following stark differences:

1.  Those int the list for the last 30 years, did not make to the new list

2.   Their market cap of those since 1989 were in the billions;  in the new list, most are in the trillions

3.  Only Aramco TSMC are asset and resource based;   most have intellectual capital

This is a great lesson in investment where the world is going.   Before car factories, manufacturers, energy companies, banks  were the darling of investment.  Now computing and programming:   games AI will be the new next thing.  

Where will you bet.?  Hence progress has left Japan and other progressive countries.  It has stayed at Silicon valley and USA

Top trillion dollar companies.

Company	Market Cap (USD)
Nvidia	$3.34T
Microsoft	$3.32T
Apple	$3.29T
Alphabet	$2.17T
Amazon	$1.90T
Saudi Aramco	$1.79T
Meta	$1.27T
TSMC	$932B
Median S&P 500 company	$92B

What is the direction of trends?

Every generation needs a revolution - an entrepreneurial revolution

Those who correctly guessed the direction of the industry made it big.

Apple, Steve Jobs correctly predicted that the cellphone is going to be the main platform for the homes.  Not TV, not the PC.  So Dell not matter how hard it tries, will not be able to push production of PC to exceed Apple.  Nokia failed because it relied so much on Symbian OS and missed the IOS and the Android OS.  The TV manufacturers are struggling.   Toshiba, Sharp and Panasonic saw failures of TV

manufacturing.  The  appliance manufacturers missed the trend

The current markets in turmoil are:

        Cars energy:     Batteries  fuel cells?  Hybrid.  My guess is hydrogen fuel  (fuel cell)

        RE -  solar, wind?  Or any new technology? or wave.   Hybrid:   solar and wind

Only 4 Entrep Professors Remain at AGSB

Makati  Philippines  February 13, 2014

We had a cluster meeting with Prof Dr. George Fong whom I learned took over Ms. Winnie Constantino who has or will be resigning together with several others faculty.   I just learned that there are only 4 remaining Entrep professors for elective:   Prof Glen San Luis (mentor of yours truly and Dr. Tony)  Dr. Tony del Carmen, Dr. George Fong,  and yours truly.  This was our first meeting in several years.  We had a plenty under Col Sibal.