Technology Roadmap
From today's breakthroughs to the far future — mapped to milestones, stocks, and investment implications.
The roadmap is divided into six time horizons. Each horizon links technology milestones to the companies and stocks most likely to benefit — or be disrupted.
The further into the future, the more speculative. Dates beyond 2030 are best estimates based on current research trajectories. The far future section is explicitly labelled science fiction — but science fiction has a strong track record of becoming science fact.
Time Horizons
| Horizon | Focus |
|---|---|
| Now — 2028 | AI scaling, advanced chips, energy infrastructure buildout |
| 2028 — 2030 | Autonomous agents, 2nm chips, quantum NISQ threshold |
| 2030 — 2040 | Fault-tolerant quantum, humanoid robots, AGI debate |
| 2040 — 2050 | Post-silicon computing, brain-computer interfaces, fusion energy |
| 2050 and Beyond | Technological singularity scenarios, post-scarcity economics |
| The Very Far Future | Dyson spheres, interstellar travel, civilisation-scale computing |