www.brownstoneresearch.com Open in urlscan Pro
2606:4700::6812:165d  Public Scan

Form analysis
4 forms found in the DOM

GET /

<form role="search" method="get" class="search-form" action="/">
  <label>
    <input type="search" class="search-field" placeholder="Search Brownstone Research..." value="" onfocus="if (!window.__cfRLUnblockHandlers) return false; this.placeholder = ''" aria-label="Enter your search keywords"
      onblur="if (!window.__cfRLUnblockHandlers) return false; this.placeholder = 'Search Brownstone Research...'" name="s">
    <button type="submit">
      <a><i class="fas fa-arrow-right" aria-hidden="true"></i></a>
    </button>
  </label>
</form>

Name: eletter-opt-in-footer — POST https://pages.e.brownstoneresearch.com/page.aspx

<form name="eletter-opt-in-footer" id="eletter-opt-in-footer" method="post" action="https://pages.e.brownstoneresearch.com/page.aspx" target="_blank" onsubmit="if (!window.__cfRLUnblockHandlers) return false; createEmailCookieid_inputMKT518022()">
  <input type="hidden" name="QS" value="330c754b5e92df74cba9fa496f6957e694c9370b8b8de6d0e6bf52225ebc4e17">
  <input type="hidden" name="source" value="MKT518022">
  <input type="hidden" name="cid" value="MKT407989">
  <input type="hidden" id="cookieQSInputMKT518022" name="cookieQS" value="330c754b5e92df74cba9fa496f6957e694c9370b8b8de6d0e6bf52225ebc4e17">
  <input type="hidden" id="cookieSourceInputMKT518022" name="cookiesource" value="MKT518022">
  <input type="hidden" id="cookieCidInputMKT518022" name="cookiecid" value="MKT407989">
  <div id="lrg-input-group" class="input-group">
    <input class="flex-grow-1" type="text" id="id_inputMKT518022" name="email" placeholder="Enter your email" onfocus="if (!window.__cfRLUnblockHandlers) return false; this.placeholder = ''"
      onblur="if (!window.__cfRLUnblockHandlers) return false; this.placeholder = 'Enter your email'" required="" aria-required="true" aria-label="Enter your email to subscribe">
    <span>
      <input class="btn btn-orange btn-subscribe" type="submit" value="Subscribe">
    </span>
    <script type="text/javascript">
      function createEmailCookieid_inputMKT518022() {
        var previousEmail = getCookie("emailformdata");
        var data = document.getElementById("id_inputMKT518022").value;
        if (previousEmail != data) {
          document.cookie = "changeGUID=Yes; max-age=30; path=/";
          document.cookie = "emailformdata=" + data + "; expires=Tue, 19 Jan 2038 03:14:07 GMT; path=/";
        }
        var dataQS = document.getElementById("cookieQSInputMKT518022").value;
        var dataSource = document.getElementById("cookieSourceInputMKT518022").value;
        var dataCid = document.getElementById("cookieCidInputMKT518022").value;
        document.cookie = "emailQSdata=" + dataQS + "; expires=Tue, 19 Jan 2038 03:14:07 GMT; path=/";
        document.cookie = "emailSourcedata=" + dataSource + "; expires=Tue, 19 Jan 2038 03:14:07 GMT; path=/";
        document.cookie = "emailCiddata=" + dataCid + "; expires=Tue, 19 Jan 2038 03:14:07 GMT; path=/";
      }

      function getCookie(name) {
        var cookieArr = document.cookie.split(";");
        for (var i = 0; i < cookieArr.length; i++) {
          var cookiePair = cookieArr[i].split("=");
          if (name == cookiePair[0].trim()) {
            return decodeURIComponent(cookiePair[1]);
          }
        }
        // Return null if not found
        return null;
      }
    </script>
  </div>
</form>

Name: eletter-opt-in-form — POST https://pages.e.brownstoneresearch.com/page.aspx

<form name="eletter-opt-in-form" method="post" action="https://pages.e.brownstoneresearch.com/page.aspx" target="_self" onsubmit="if (!window.__cfRLUnblockHandlers) return false; createEmailCookieid_inputMKT518021()" data-opt-in-eid="MKT518021">
  <input type="hidden" id="myQSInput" name="QS" value="330c754b5e92df74cba9fa496f6957e694c9370b8b8de6d0e6bf52225ebc4e17">
  <input type="hidden" id="mySourceInput" name="source" value="MKT518021">
  <input type="hidden" id="myCidInput" name="cid" value="MKT407989">
  <input type="hidden" id="cookieQSInputMKT518021" name="cookieQS" value="330c754b5e92df74cba9fa496f6957e694c9370b8b8de6d0e6bf52225ebc4e17">
  <input type="hidden" id="cookieSourceInputMKT518021" name="cookiesource" value="MKT518021">
  <input type="hidden" id="cookieCidInputMKT518021" name="cookiecid" value="MKT407989">
  <div id="lrg-input-groupMKT518021" class="input-group">
    <input class="flex-grow-1" id="id_inputMKT518021" type="text" name="email" placeholder="Enter your email" onfocus="if (!window.__cfRLUnblockHandlers) return false; this.placeholder = ''"
      onblur="if (!window.__cfRLUnblockHandlers) return false; this.placeholder = 'Enter your email'" required="" aria-required="true" aria-label="Enter your email">
    <span>
      <input class="btn btn-orange btn-subscribe" type="submit" value="Download Now >>>">
    </span>
    <script type="text/javascript">
      function createEmailCookieid_inputMKT518021() {
        var previousEmail = getCookie("emailformdata");
        var data = document.getElementById("id_inputMKT518021").value;
        if (previousEmail != data) {
          document.cookie = "changeGUID=Yes; max-age=30; path=/";
          document.cookie = "emailformdata=" + data + "; expires=Tue, 19 Jan 2038 03:14:07 GMT; path=/";
        }
        var dataQS = document.getElementById("cookieQSInputMKT518021").value;
        var dataSource = document.getElementById("cookieSourceInputMKT518021").value;
        var dataCid = document.getElementById("cookieCidInputMKT518021").value;
        document.cookie = "emailQSdata=" + dataQS + "; expires=Tue, 19 Jan 2038 03:14:07 GMT; path=/";
        document.cookie = "emailSourcedata=" + dataSource + "; expires=Tue, 19 Jan 2038 03:14:07 GMT; path=/";
        document.cookie = "emailCiddata=" + dataCid + "; expires=Tue, 19 Jan 2038 03:14:07 GMT; path=/";
      }

      function getCookie(name) {
        var cookieArr = document.cookie.split(";");
        for (var i = 0; i < cookieArr.length; i++) {
          var cookiePair = cookieArr[i].split("=");
          if (name == cookiePair[0].trim()) {
            return decodeURIComponent(cookiePair[1]);
          }
        }
        // Return null if not found
        return null;
      }
    </script>
  </div>
</form>

Name: eletter-opt-in-footer — POST https://pages.e.brownstoneresearch.com/page.aspx

<form name="eletter-opt-in-footer" id="eletter-opt-in-footer" method="post" action="https://pages.e.brownstoneresearch.com/page.aspx" target="_blank" onsubmit="if (!window.__cfRLUnblockHandlers) return false; createEmailCookieid_inputMKT518024()">
  <input type="hidden" name="QS" value="330c754b5e92df74cba9fa496f6957e694c9370b8b8de6d0e6bf52225ebc4e17">
  <input type="hidden" name="source" value="MKT518024">
  <input type="hidden" name="cid" value="MKT407989">
  <input type="hidden" id="cookieQSInputMKT518024" name="cookieQS" value="330c754b5e92df74cba9fa496f6957e694c9370b8b8de6d0e6bf52225ebc4e17">
  <input type="hidden" id="cookieSourceInputMKT518024" name="cookiesource" value="MKT518024">
  <input type="hidden" id="cookieCidInputMKT518024" name="cookiecid" value="MKT407989">
  <div id="lrg-input-group" class="input-group">
    <input class="flex-grow-1" type="text" id="id_inputMKT518024" name="email" placeholder="Enter your email" onfocus="if (!window.__cfRLUnblockHandlers) return false; this.placeholder = ''"
      onblur="if (!window.__cfRLUnblockHandlers) return false; this.placeholder = 'Enter your email'" required="" aria-required="true" aria-label="Enter your email to subscribe">
    <span>
      <input class="btn btn-orange btn-subscribe" type="submit" value="Subscribe">
    </span>
    <script type="text/javascript">
      function createEmailCookieid_inputMKT518024() {
        var previousEmail = getCookie("emailformdata");
        var data = document.getElementById("id_inputMKT518024").value;
        if (previousEmail != data) {
          document.cookie = "changeGUID=Yes; max-age=30; path=/";
          document.cookie = "emailformdata=" + data + "; expires=Tue, 19 Jan 2038 03:14:07 GMT; path=/";
        }
        var dataQS = document.getElementById("cookieQSInputMKT518024").value;
        var dataSource = document.getElementById("cookieSourceInputMKT518024").value;
        var dataCid = document.getElementById("cookieCidInputMKT518024").value;
        document.cookie = "emailQSdata=" + dataQS + "; expires=Tue, 19 Jan 2038 03:14:07 GMT; path=/";
        document.cookie = "emailSourcedata=" + dataSource + "; expires=Tue, 19 Jan 2038 03:14:07 GMT; path=/";
        document.cookie = "emailCiddata=" + dataCid + "; expires=Tue, 19 Jan 2038 03:14:07 GMT; path=/";
      }

      function getCookie(name) {
        var cookieArr = document.cookie.split(";");
        for (var i = 0; i < cookieArr.length; i++) {
          var cookiePair = cookieArr[i].split("=");
          if (name == cookiePair[0].trim()) {
            return decodeURIComponent(cookiePair[1]);
          }
        }
        // Return null if not found
        return null;
      }
    </script>
  </div>
</form>

Text Content

 * Newsletters
   * Bleeding Edge
   * Outlier Insights
 * Experts
 * Products
 * About
 * Contact
 * LOG IN
 * Search

 * LOG IN
 * Bleeding Edge
 * Outlier Insights
 * Experts
 * Products
 * About
 * Contact





BLEEDING EDGE


CYBERSECURITY AND THE NECESSITY OF INVENTION

Jeff Brown  | Jan 13, 2022  | Bleeding Edge | 9 min readPrint

--------------------------------------------------------------------------------

 * This truck drove itself from Tucson to Phoenix…
 * The company addressing a pain point at our ports…
 * The monetary incentives are too big to ignore…

--------------------------------------------------------------------------------

Dear Reader,

It was long overdue, and it took an epic year of cyberattacks for it to happen.

2021 rang in the best year ever for venture capital investment into the
cybersecurity industry. It’s surprising that it took this long for the “money”
to realize the scale of the opportunity and the need for the next generation of
cybersecurity.



2017 and 2018 saw levels of investment around $5 billion. This is a minuscule
number considering that the size of the cybersecurity market was about $21.8
billion in 2021. And 2019 and 2020 weren’t much better – around $8 billion.
These kinds of investment levels just didn’t make sense, given the size of the
opportunity and the sheer scale of the problem.

Last year was by far the worst year I have ever seen for cyberattacks.

We saw the SolarWinds hack that was one of the worst in cybersecurity history.
Then there was the Microsoft Exchange server breach, the REvil ransom attack,
the hack of the Colonial Pipeline that caused gas shortages reminiscent of the
’70s. Kaseya as well. And the most recent one that I wrote about was the Log4j
debacle. Not to mention the billions of consumer data records that were stolen
in data breaches throughout the year.

The scale of what happened in 2021, with respect to these cyberattacks and how
they impacted our country’s economy, our elections, social unrest, and division
is impossible to understate. And we still haven’t uncovered the extent of the
damages, let alone cleaned up the mess.

Plato said that “our need will be the real creator.” In time, this morphed into
a better-known proverb: “necessity is the mother of invention.”

Well, we are certainly in need of the next generation of cybersecurity
technology.

Capital has been underinvesting in this space for years, and I know why.
Cybersecurity is inherently complex. There is no silver bullet. Networks, by
design, must let traffic in and out. If the rules are too strict, it impedes
productivity. If the rules are too footloose and fancy, the risk is simply too
high. Great cybersecurity relies as much on best-in-class processes as it does
bleeding edge cybersecurity.

Finally, the venture capitalists recognize how large the necessity is, and also
the scale of the opportunity. Last year, venture capital investment into the
cybersecurity industry jumped 144% from the previous year to $21.8 billion. And
the fourth quarter of last year was also a record, bringing in $7.8 billion.

It’s about time.

As we enter 2022, the pipeline of later-stage private cybersecurity companies is
exciting. I can see a handful of fantastic companies that are in a position for
potential IPOs or acquisitions. I can’t wait to recommend some of them.

And this sudden interest in cybersecurity will likely generate institutional
interest in many of the best in class publicly traded cybersecurity stocks in
the market today. Near Future Report holding Palo Alto Networks is a perfect
example. It had a fantastic year last year, and I expect even better news this
year.

This is a market sector worth having exposure to, as I am certain the attacks
are not going to stop… And the guiding words of Plato will ensure that our
network and data security will improve rapidly over the course of the next
couple of years to avoid a repeat of 2021.

And while these new technological advancements unfold, the one thing we can do
personally is make sure all of our software is up to date on our phones, PCs,
tablets, and routers. It’s also smart to avoid opening any text or email that we
receive that we don’t know who the sender is.

Also, check the actual email address of the sender by clicking on it to see if
it was sent from an address associated with the company. Doing so can help us
avoid clicking on malicious links that result in us downloading nefarious
software onto our computers.


SELF-DRIVING TRUCKS MAKE HEADWAY…

Autonomous driving company TuSimple just hit a major milestone. Right before
Christmas, one of its self-driving semi-trucks drove itself 80 miles from Tucson
to Phoenix, AZ.

Self-driving Semi-truck



Source: Barron’s

Regular readers may recognize the name of this company. We last checked in on
TuSimple back in December 2020 after a major $350 million venture capital (VC)
round.

To bring new readers up to speed, TuSimple is focused on fully self-driving
semi-trucks that can ship goods across the country – no driver necessary. And
its technology will allow “pods” of trucks to drive closely in line with each
other on the highway, taking advantage of the air stream to reduce fuel
consumption. Racing fans will know this as “drafting.”

Pair this with the fact that self-driving trucks can operate 24 hours a day, and
the economic benefits are stunning. TuSimple’s trucks could reduce shipping
costs by a whopping 40%.

And, of course, TuSimple’s mission is more important than ever given the ongoing
labor shortages we are dealing with. There simply aren’t enough truck drivers to
handle all the freight that needs to be distributed right now. That’s why goods
are piling up at American ports.

So I’m incredibly excited about TuSimple’s big milestone. And here’s the key –
the truck navigated the entire journey from Tucson to Phoenix autonomously.

We aren’t just talking about self-driving on the highway here. That’s become
relatively straightforward with today’s technology. Instead, TuSimple’s truck
handled lane changes, on-ramps, off-ramps, and even traffic lights – all on its
own.

I’ve said many times before – self-driving vehicles aren’t years away. They are
here now. And most people will be amazed at how quickly they proliferate. In
fact, TuSimple now has 6,875 reservations for its self-driving trucks. There’s a
lot of demand building up as we speak.

We will certainly be tracking this company and the overall self-driving trend
closely going forward. It’s going to be a big year for the industry.

If anyone would like to learn more about how to invest in this space, simply go
right here for more details about my top recommendations.


SEOUL ROBOTICS BUILT A SYSTEM TO ADDRESS LABOR SHORTAGES AT THE DOCKS…

Speaking of labor shortages, a South Korean company called Seoul Robotics just
launched a novel solution. It’s called Level 5 Control Tower.

This is interesting…

The automotive industry has a big problem with exported cars right now. It’s
easy to ship new cars to ports in another country… but it’s hard to get them on
and off the ship.

That’s because a dock worker must physically drive each car from the docks’
unloading station to a designated parking lot nearby. Only then can the cars be
loaded onto trucks and distributed around the country.

This has always been a pain point in the industry. It is a very inefficient,
time-consuming, and manual process. And it’s magnified now with the ongoing
labor shortage. There just aren’t enough people to move all the cars off the
docks.

Dock Labor Shortage



Source: Forbes

That’s where Seoul Robotics’ Level 5 Control Tower comes in. It consists of a
system of sensors and transmitters that can be installed around the docks. These
sensors highlight the route from the unloading station to the parking lot.

This system pairs with artificial intelligence (AI) deployed in the cars that
can execute basic self-driving and self-parking functions. This allows the AI to
guide each car from the docks to its designated parking lot by using the mesh
network of sensors.

And here’s what makes this economical on a large scale – the cars don’t need to
be outfitted with all the hardware necessary for self-driving on the open road.
Instead, the control towers handle everything… they communicate with the AI to
get the cars where they need to go.

This is an inexpensive way to imbue normal cars with self-driving abilities just
to get them on and off the ships. And this system could allow thousands of cars
to be unloaded in less than an hour. That’s far faster than it could be done
previously, even before the labor shortages.

So this is another example of how AI can solve very complex problems. I’m
interested to see how quickly this tech will be adopted at ports around the
world. Help is on the way.


A POWERHOUSE GAMING COMPANY IS GETTING INTO NFTS…

Square Enix just sent out a strategy letter that sent shockwaves through the
gaming industry.

This is a traditional gaming company that developed the Final Fantasy franchise
– one of the most successful game series of all-time – as well as many others.
And it just released plans to invest heavily in blockchain gaming and
non-fungible tokens (NFTs).

What I love about this is that Square Enix’s strategy letter represents the most
aggressive stance any traditional gaming company has taken with regard to
blockchain technology and NFTs. Clearly, it seems that the industry will be
forced to go in this direction. It just makes too much sense.

If we think about the economics of the gaming industry, it revolves largely
around one-time sales. Companies like Square Enix release a new game and sell it
for $60 or $70. Then they go to work on making the next game or the next sequel.
Most games do not provide a material recurring revenue stream – at least not
upon release.

NFTs change this dynamic.

Many games already contain items and gear for players to use as they move
through the game. These are things that convey certain benefits or skills within
the game.

Well, Square Enix could create these in-game items as NFTs that enable
individual ownership. The company could also create a marketplace for players to
buy and sell these NFTs with each other. And obviously, this dynamic would allow
market prices to form… The most useful and most rare NFTs would sell for the
most money.

This would allow players to make real money from these NFTs… which means they
can earn income just by playing the game. That makes it “sticky.”

What’s more, Square Enix could program each NFT using a smart contract so that
the company would receive a small royalty every time it sold. That would create
a recurring revenue stream.

For example, let’s say a certain weapon in Square Enix’s next Final Fantasy game
is programmed with a 2.5% royalty attached. Every time a player sells the NFT
that corresponds with that weapon, Square Enix would receive 2.5% of the
purchase price.

Now let’s extrapolate that out to thousands of items across many different
games. The revenue stream could become material very quickly. And remember, the
players can make money with this too. Everybody wins.

So there’s a huge monetary incentive here. That’s why most gaming companies will
move in this direction. Interestingly, much of Square Enix’s fanbase took issue
with this announcement. It seems they don’t want to see NFTs incorporated into
their favorite games.

And we can understand that. Many gamers are passionate about their favorite
games and are reluctant to see their experience change in unfamiliar ways. They
don’t want to deal with the additional complexities that NFTs would bring.

Still, the monetary incentives are too big to ignore. We are the start of a
massive trend here, and I think we’ll see a lot more NFT-based games hit the
market this year.

And to learn about how to play the NFT trend as it grows in 2022, simply go
right here for more information.

Regards,

Jeff Brown
Editor, The Bleeding Edge

--------------------------------------------------------------------------------

Like what you’re reading? Send your thoughts to feedback@brownstoneresearch.com.


WANT MORE STORIES LIKE THIS ONE?

The Bleeding Edge is the only free newsletter written by Silicon Valley insider
Jeff Brown. Discover the technology that’s shaping our future, and the investing
trends that need to be on your radar…



Previous Article

Next Article

--------------------------------------------------------------------------------


FREE NEW REPORT

How to Make a Fortune From Small Tech Stocks



RECENT ARTICLES

 * May 9, 2022
   Elon Musk Lays Out His Game Plan for Twitter
 * May 7, 2022
   The Worst Decision Investors Could Make Right Now
 * May 6, 2022
   How to Evaluate Private Deals
 * May 5, 2022
   My Thoughts on Buffett’s Bitcoin Comment
 * May 4, 2022
   Facebook’s Gross Privacy Violations Have Been Exposed


Domestic/International



1-888-493-3156
COMPANY
 * Bleeding Edge
 * Outlier Insights
 * Experts
 * Products
 * About
 * Contact

POLICIES
 * Privacy Policy
 * Ad Choices
 * Terms Of Use
 * DMCA Policy
 * Billing FAQ
 * Do Not Sell My Personal Information

Join The Bleeding Edge

The Bleeding Edge is the only free newsletter written by Silicon Valley insider
Jeff Brown. Discover the technology that’s shaping our future, and the investing
trends that need to be on your radar…



Protected by copyright laws of the United States and international treaties.
This website may only be used pursuant to the subscription agreement and any
reproduction, copying, or redistribution (electronic or otherwise, including on
the World Wide Web), in whole or in part, is strictly prohibited without the
express written permission of Brownstone Research.

©2022 Brownstone Research. All Rights Reserved.

×


EXCLUSIVE EVENT WEDNESDAY, MAY 18TH AT 8 P.M. ET

For the first time, Jeff Brown is unveiling his favorite crypto investments in:

The Crypto Placements Summit

Forget Bitcoin, NFTs, and altcoins.

Discover a whole new way to make massive crypto gains while the rest of the
market goes nowhere.


RSVP here for free