Zeno Mercer discusses high-potential investments in robotics and energy-efficient automation, alongside expressing reservations about Salesforce's future viability in a rapidly evolving AI-driven market. Zeno Mercer highlights robotics as a strong investment, especially Cargotec for its cargo handling and maritime logistics.

• Investments in energy-efficient technologies like data centers and nuclear energy are viewed as cost-effective for automation.

• Mercer expresses concerns about Salesforce's adaptability due to its dependence on user-based licensing models.

• Embracing automation could enhance competitiveness and economic growth, despite debates on job preservation.

Why This Matters

Mercer's analysis underscores a critical investment pivot towards automation and robotics in response to global supply chain crises, suggesting firms like Cargotec may thrive. However, Salesforce could face challenges, highlighting the importance of adaptable business models in the evolving automation landscape.