Goldman Sachs – Big Data is a Disruptive Theme

Innovation Matrix

The following eight secular disruptive themes are what Goldman Sachs believe have the potential to reshape their categories and command greater investor attention in the coming years.

The Eight Themes:

• E-cigarettes – The potential to transform the tobacco industry
• Cancer Immunotherapy – The future of cancer treatment?
• LED Lighting – A large, early-stage and multi-decade opportunity
• Alternative Capital – Rise of a new asset class means growing risk for reinsurers
• Natural Gas Engines – Attractive economics drive strong, long-term penetration
• Software Defined Networking (SDN) – Re-inventing networking for the cloud era
• 3D Printing – Disruption materializing
• Big Data – Solutions trying to keep up with explosive data growth and complexity  (Industrial Big Data and Personalized Big Data)

These eight themes – through product or business innovation – Goldman claims are poised to transform addressable markets or open up entirely new ones, offering growth insulated from the broader macro environment and creating value for their stakeholders.

Goldman focuses on the impact of creative destruction – a term made famous by the Austrian economist Joseph Schumpeter, which emphasized the fact that innovation constantly drives breeding of new leaders and replacement of the old.