1. (PDF) BCG의 글로벌 투자자 심리 보고서 - AI 기술 신뢰에서 실질적 성과 및 재무 규율 검증으로 이동중단기 투자자 심리 및 수익률 기대치 하락: 글로벌 투자자의 67%가 중단기 시장을 긍정 평가하나, 지정학적 리스크, 고금리, 관세 여파로 중단기 TSR 기대치는 연평균 6.9%로 하락.AI 벨류에이션 과열 우려 및 리스크 인식: 응답자의 87%가 AI의 펀더멘털 개선 효과를 인정함에도 56%가 시장 고평가를 지적하며 73%가 밸류에이션 리바운드 리스크 경고.자원 효율성 및 재무 규율 요구 강화: 투자자의 77%가 기업의 AI 전략을 평가 중이나 적절한 공시 비율은 57%에 불과하며, 부채비...

Investors want companies to prove that bold AI strategies can deliver returns without sacrificing financial discipline.Medium-term investor confidence remains intact, but geopolitics, interest rates, US policy, and AI uncertainty are lowering expectations for future returns.AI is expected to improve productivity, margins, and growth across sectors, but investors worry that today’s valuations already price in too much upside.To build confidence, corporate leaders must make their priorities, tradeoffs, milestones, and expected returns explici...

The Gilded Age economist Thorstein Veblen famously wrote about “conspicuous consumption,” the idea that people signal status by buying expensive, exclusive things. If he were witnessing the behavior of Gen Z in urban areas today, he might need to coin a new phrase: conspicuous waiting. Or maybe, democratized snobbery.For decades, the gospel of modern commerce has been friction-free efficiency. Corporations have spent billions racing to shave seconds off checkout lines, drive-through windows, and digital loading screens, operates under a si...

BYOSOM, the biotechnology-driven skincare brand redefining personalization through genetics, introduces a new generation of skincare formulated from each customer's unique DNA. BYOSOM moves beyond skin-type assessments to create personalized skincare supporting how each individual's skin functions, ages, and responds to environmental factors.Positioned at the intersection of biotechnology and skincare innovation, BYOSOM's proprietary GENYQ technology analyzes specific genetic variants (SNPs) associated with skin health to formulate customize...

HappyRobot raised $150 million in Series C funding, led by Prysm Capital and Eurazeo. The company is now valued at $1.2 billion.In 2022, three Spanish founders moved on from a discontinued computer vision startup to focus on AI voice agents.The company is now expanding beyond logistics into insurance, energy, telecommunications, and airlines. It is positioning itself against competitors like Parloa and Sierra.Pablo Palafox met investor Adeyemi Ajao, who is also from Spain, at a soccer game in San Francisco soon after applying to Y Combinator...

Researchers in China test a perovskite receiver for in-flight power delivery.Limited battery life can hinder how useful drones are in responding to disasters, inspecting infrastructure, or delivering items. Now researchers in China have designed a system that could transfer power to a drone mid-flight using lasers. They say it could significantly boost drone flight times.Many drones can stay aloft for less than an hour before they need to land to recharge or swap batteries. That places serious restrictions on their ability to carry out longe...

Brazil produces 35% of the world’s coffee, more than Vietnam, Colombia, and Indonesia combined. Vietnam ranks second with 18% of global production, driven largely by robusta coffee.Coffee is integral to many people’s morning routines and is one of the world’s most widely traded agricultural commodities. Production is concentrated in a relatively small number of countries, most of which lie within the “coffee belt” between the Tropics of Cancer and Capricorn.This breakdown ranks the world’s largest coffee producers in the 2025/2026 mark...

Why pay to design and mass-produce a four-wheeled autonomous security robot, when you can make a less costly one with just one wheel? That's the thinking behind the 1Rollo, a monowheel-bot that could soon be patrolling near you.Currently in functional prototype form, the 1Rollo is being developed by Estonian startup Rollo Robotics.The basic idea is that the AI-enabled robot will roll around its user's property, utilizing both a 360-degree computer vision system and RTK (Real-Time Kinematic) GNSS positioning to autonomously following a predef...

Almaty-based designer Daniyar Uderbekov revisits UDRB, a modular sneaker system that rethinks conventional footwear construction through a glue-free assembly method. The design combines a 3D printed TPU sole, a leather inner boot inspired by traditional Central Asian Makhsi and Ichigi footwear, and a rope-based fastening system. Each component can be separated, repaired, replaced, and recycled, creating an alternative to the single-piece construction commonly used in contemporary sneakers.The project explores the relationship between traditi...