Comment by Matthew Crupi, Chris Johnson and David Crawford, Bain
Most of the largest creators of value in recent years, regardless of sector, have one thing in common: technology is critical to their business (see Figure 1 on following page).
In general, companies and sectors with less tech-enabled innovation had smaller market-value gains from 2015 through 2020.
The clear message is that technology is not just an industry. It has become the primary disruptive force across the entire global economy.
“Born tech” companies deliberately built their businesses upon technology at an early…
