2025-12-29 09:28:48

Recently, a major figure in the investment circle released their industry forecast for 2026, which is quite interesting. Three veteran investors who have long been rooted in the US industry, financial services, and enterprise software sectors summarized the three major highlights for this year.

In simple terms, they are optimistic about these three directions: accelerated formation of the electrical industrial stack, AI-driven transformation of core architectures in finance and insurance, and AI agent layers in enterprise software beginning to challenge traditional systems.

**Electrical Industrial Stack: The Industrial Revolution Enters the Machinery**

One investor, Ryan McEntush, specifically emphasized that the key change in 2026 will be the true formation of the "Electrical Industrial Stack," which will drive the next industrial revolution.

His view is straightforward: industrial progress is no longer just about workshops but about delving into the inside of equipment and machinery. Electric vehicles, drones, data centers, modern manufacturing—these seemingly different fields actually share the same electrical and electronic technology system behind them—combinations of core components like batteries, power semiconductors, computing units, and motors.

**Technology is not the bottleneck; scale and cost are**

Interestingly, McEntush said that the US is not falling behind in engineering and critical technologies. The real challenge is not "whether they can make it," but "whether they can scale up and whether costs are competitive." In comparison, the advantage of a certain Eastern power lies in its complete industrial chain and supporting systems, which can quickly support enterprises to expand their scale.

He cited SpaceX as an example to illustrate that a highly vertically integrated ecosystem and supply chain system determine long-term competitiveness. In other words, future industrial competition is fundamentally a contest of ecological chains and cost systems.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

11 Likes

Reward
11
5
Repost
Share

Comment

0/400

AirdropHermit

· 8h ago

Basically, it's still a competition between the industry chain and the supply chain. Everyone can develop the technology; it's a matter of scale and cost.

View OriginalReply0

PoolJumper

· 8h ago

I'm tired of this argument; ultimately, it depends on who can reduce the costs.

View OriginalReply0

LowCapGemHunter

· 8h ago

Basically, it's a competition of supply chains. Anyone can develop technology; the key is still a game of cost and scale.

View OriginalReply0

MissingSats

· 8h ago

Basically, it's a game of supply chain and cost systems; technology is actually secondary.

View OriginalReply0

ChainDoctor

· 9h ago

Honestly, I am impressed with this electrical industrial stack framework. It quickly connects seemingly unrelated things like electric vehicles, drones, and data centers. The core is still the supply chain. Anyone can develop the technology; it's all about cost and scale. This point is indeed worth recognizing. But to be honest, having a complete industrial chain is not enough. You also need imagination and execution ability; otherwise, it's just low-end capacity stacking. The combination of batteries + chips + motors will definitely be a battleground in the future. Those who lay ambushes early will be the winners.

View OriginalReply0