Fresh from the press: Our new book "IP Assets: An Awakening in the Market?" out now
42.cx, September 25th 2019
IP Assets: An Awakening in the Market?: Intangible assets increase to 84% of the S&P 500's value. Learn how to exploit IP related stock market inefficiencies.
The global innovation race is heating up, with advances in artificial intelligence, blockchain, biotechnology, data storage and other cutting-edge technologies transforming sectors and global markets. This is also evidenced in the fact that the ratio of tangible to intangible assets of industry leaders around the world has been seeing a drastic change over the past four decades. The market capitalization of S&P 500 is currently made up of 84% intangible assets, up from 20% in 1975 (according to MSCI).
In this book we demonstrate that analyzing intangible assets of a company in great detail allows building models to accurately forecast a company’s ability to convert its intellectual property into stock value in the following quarter. We also demonstrate that a company’s Artificial Intelligence-IP impact correlates significantly with its future stock returns.
The book also introduces a new innovation-related measure, which is contemporaneously associated with market valuation and predicts future operating performance and stock returns. Existing research relating to innovation and market performance focus on the effects of either the input (R&D) or the output (patents) of innovation separately. This book differs in focusing on Artificial Intelligence based innovative efficiency as a ratio of innovative output to input, based on the idea that efficiency should be highly value relevant. We find that the predictive power of AI innovation is incremental to that of other innovation related variables such as R&D intensity, significant R&D growth, patent counts and citations.We also demonstrate that portfolio analysis confirms the hypothesis and show that a portfolio of top innovative companies with top AI-IP generated a return of 237% (+159% to baseline) in the period between January 2017 to June 2019, which is significantly higher than the market (+78%).
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AI Market Insights from our Expert Team
Regular updates about the Artificial Intelligence market.
42.cx, September 25th 2019
Fresh from the press: Our new book "IP Assets: An Awakening in the Market?" is available now!
The global innovation race is heating up, with advances in artificial intelligence, blockchain, biotechnology, data storage and other cutting-edge technologies transforming sectors and global markets. This is also evidenced in the fact that the ratio of tangible to intangible assets of industry leaders around the world has been seeing ....
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42.cx, Gabriele Zedlmayer & Martin Drexler, September 24th 2019
Shalom from DLD Israel where cool people meet in the hot desert!
Many people keep asking about the connection between Yossi Vardi, the famous Israeli VC and Hubert Burda. It all started with a small conference in Beer Sheva almost 20 years ago called “Cool people in the hot desert”. This first major conference of the Hubert Burda Center in cooperation with Yossi Vardi was created to build a bridge between Germany and ....
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42.cx, September 9th 2019, Alexander G. Welzl
Read my lips… „I’m a robot!“
WIEN, Austria - Although digitalisation is all around us already and the pace of change seems to speed up continuously there are still moments of surprise. And this is what happened to the international audience at this years UNIDO Bridge for Cities conference in Vienna. Mobile phones went up when people tried to catch the magic moment when AI met human beings on stage....
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42.cx, August 6th 2019
"Get started where others talk" - Jivka Ovtcharova in an interview.
It is a man-made development that demands much from its habitual-loving creator: digitization. Your constant companion: the change. How is digital progress changing people? What role do our senses play in this? And to what extent must people rethink and reorganize companies in order to advance digitization in Germany? These and other questions are answered...
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42.cx, July 29th 2019
Center for Artificial Intelligence Talents - CAIT Celebrates Its Opening, Announces 42.cx
KARLSRUHE, Germany, July 29, 2019 The Karlsruhe Institute of Technology (KIT) announced the establishment of the Center for Artificial Intelligence Talents (CAIT) located at the university's campus. CAIT considers digital education and the use of AI for everyone as a core requirement for professional success and participation in social and professional life...
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42.cx, July 9h 2019
42.cx Collaboration with CAIT (Center for Artificial Intelligence Talent)
ARTIFICIAL INTELLIGENCE puts the world in which we live and work in a fundamental upheaval. Like never before, whole industries and lifestyles change. A race for the future has begun at a moment when a great deal is at stake. "Any profound change also offers new opportunities for all who recognize the signs of the times." Under this motto, the Institute for Information Management in Engineering at the Karlsruhe Institute of Technology is...
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42.cx, Giacomo Bonavera, June 14h 2019
42.cx Market Intelligence Special Report: NVIDIA
42.cx is the leading research, advise and market intelligence provider for financial institutions in the area of Artificial Intelligence. As an independent authority, 42.cx classifies the AI market and constantly monitors 11.000+ companies in the field of Artificial Intelligence. 42.cx issues Market Intelligence Special Reports to different topics about the AI industry.
NVIDIA (NASDAQ: NVDA) share price slumped to half the value from its last year highs. While...
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42.cx, PRESS RELEASE, May 10h 2019
The Global AI Company Rally is Continuing: +30,02% in Q1/2019. What’s next in AI?
The expert members of the 42.cx Index Rebalancing Committee Meeting got together and conducted the quarterly review of the AI-42 INDEX™ constituents, discussed the latest Artificial Intelligence trends and shared market insights from their delegation visit to China. The rise of AI companies globally is continuing, with the AI-42 INDEX™ Q1/2019 closing at 10.677,55 points, an increase of 2.465,24 points (+30,02%) since the beginning of this year. The index, which is expressing the global growth of the...
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42.cx, Mike Halsall, May 7th 2019
Are we overestimating China’s AI capabilities?
In February 2018, the FT published an article outlining ‘Why we are in danger of overestimating AI’, arguing that ‘considerably more work is needed before we can reach the long-dreamt-of moment when machine intelligence matches the human variety’. By 2030, just 11 years from now, China has vehemently expressed its ambition to ‘lead the world in AI’. Is this a realistic ambition, or has China become entirely conceited in the midst of its new-found wealth and growing economic muscle?
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42.cx, PRESS RELEASE, March 29th 2019
42.cx Market Intelligence: Research Finds Only 5.45% of AI Companies Have High AI Expertise
41.35% of so called AI companies do not use AI at all. 10,861 public and private companies have been analysed worldwide. New AI Market Intelligence Platform helps Venture Capital firms, Private Equity companies, asset managers, analysts, family offices and financial institutions to identify investment opportunities.
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42.cx, Gabriele Zedlmayer, March 15th 2019
Trouble in Paradise?
So there seems to be trouble in Paradise. The globe is facing massive challenges like climate change, cyber-crime, shortage of available resources, political instability and the potential of massive job loss because everything that can be automated will be. At the same time, we are seeing unprecedented opportunities like we have never before. Algorithms help us to better diagnose, predict and prevent diseases, they revolutionize the education sector by treating each student as an individual, and they free us from many repetitive and often cumbersome tasks.
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42.cx, Anne Gfrerer, March 9th 2019
Artificial intelligence is in the air: Ready or not -
Why managers should foster digital readiness of their firms
In the last years, technology has gradually become invisible and digital ubiquity is arising in our daily work and private lives. This is also true for artificial intelligence and its impact for companies to succeed in the digital age. Organizations must foster their digital readiness, which decides about their future business model and which encompasses a...
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42.cx, Jivka Ovtcharova, February 21st 2019
Artificial Intelligence goes Twinning - making analytics come alive
We live in exciting times. Artificial Intelligence (AI) is fundamentally transforming the world with all its facets. Even if it has been around for a while in science and technology, aiming to create machines with some form of human intelligence, over time AI has become an inseparable part of our daily lives, personal as well as professional. Online searching engines, financial transactions, digital personal assistants, image and voice recognition are...
Read more...Public appearances & delegation visits
Our team members are regular speakers at international events and are part of delegation visits to AI companies around the world.
Sensetime visit, China
Intellifusion visit, China
Yi visit, China
Delegation visit to China
@DLD, Munich
@4GameChangers, Austria
@CTIA, Los Angeles
@Alpbach Forum, Austria
@IBM Conference, Germany
@Marketing Forum, Vienna
@Money2020, Las Vegas
@TV Report, Austria
Artificial Intelligence is one of the leading technologies of the fourth industrial revolution and it is already impacting our daily lives. 42.cx has recognized that and built a great team to play ahead of the game.
Steve Rogers
The AI-42 INDEX reflects an enriching symbiosis of human intelligence and artificial intelligence. We are adding another layer - a smart layer - to something which is actually a commodity.
Thomas Willomitzer
The commercialization of Artificial Intelligence is a fast-forward process and will change the way we do business. Our mission is to discover the most promising players in this field within the 42-AI INDEX.
Martin Drexler
