Milpitas Chamber of Commerce

Summit '25

Summit ’25 is about many things, many facets that are related to operating with our communities. The Milpitas Chamber is a group of caring and gifted individuals who can use innovation to find new solutions.

The pandemic gained strength and headed much higher in recent days, the damage is already done to the economy, the industries, social programs. We just don’t know to what extent – yet.

The Chamber can get together to think differently and recognize new paradigm shifts to reshape the “unknown”, new megatrends.

Let’s reframe the future. Is there technology to resource better and bring efficiency.

Does the community have access to resources, access to knowledge -   very important !

Call to action - Don’t lose the opportunity, think differently, push boundaries to unchartered territories -  You’re  making a major contribution - prepare a couple of pages to show us where we will be in 2025, what's the journey look like

Remember - Global trends do affect local solutions and we will also affect a global economy

Find a balance,   Find your  unstoppable moment,   Let conviction meet reality,   Nobody can stop you,    Be true to your heart,    Fix your eyes on the target and get rewarded

Don’t look back  - Lets win out on this

Players List         >Market Segments

My PPT for the Energy Segment

It looks like that the pandemic will accelerate the adoption of electric powered vehicles - production slowed down, old inventory being reduced, supply chain halted etc. In the next 20 years the markets may show better adoption of EVs – that may reach 50% of all driven cars. Could EV driving range approach 1000 miles with newer battery technology ? How much power will need to be installed on each house ? How will trucks recharge ?

What will happen to –   Gas stations,    Auto repair,   insurance  .  .  .  .

Also - The technology for self driving cars is maturing, so - Do self-driving EVs bring more riders to market or less ? Why own a car if one can come to you and pick you up ?   Is this “rental by the minute” ?      Who will own all those fleets of cars ?

What are the new markets going to address in this segment ?

Post Election - how do Women influence the future Markets ?  Will there be a lot of new Women owned business opening post-covid ?  what types of Businesses will they be ?

Here is my sample ppt file (click to download) - > Summit25IM

This is a very complete real estate overview  "Toll Brothers CEO Doug Yearley on Where Americans Are Moving During the Pandemic" What will be the big $value results from the construction guys ?

Silicon Valley is not suffering a tech exodus, and money is flowing in at record rate — for a fortunate few

New data show little proof that people are leaving the Bay Area in droves, instead detailing record investment in startups and booming market caps for Big Tech while the region’s poor residents suffer brunt of COVID-19 pandemic

Despite reports of an exodus, Silicon Valley remains the tech capital of the world, with new data showing continued record investment in the industry in 2020 and no overall declines in jobs and population in the region.

The Top-15 tech firms in the region had sales of $1.35 trillion in 2020, which would give them the 15th-highest GDP in the world collectively, while comprising nearly 40% of Silicon Valley tech jobs

The chasm between the Top-15 tech employers in Silicon Valley and their smaller peers is just as glaring. The anointed group — Apple Inc. AAPL, Google, Cisco Systems Inc. CSCO, Tesla Inc. TSLA, Facebook Inc. FB, Intel Corp. INTC, Gilead Sciences Inc. GILD, Oracle Corp. ORCL, Lockheed Martin Corp. LMT, Nvidia Corp. NVDA, LinkedIn and parent company, Microsoft Corp. MSFT, Amazon, Inc. CRM, and Uber Technologies Inc. UBER — had sales of roughly $1.35 trillion in 2020, which would give them collectively the 15th-highest gross domestic product in the world, between Spain and Mexico.

More comments from around the Financial Industry

Silicon Valley is grappling with the reality that the center of gravity is shifting. Pitchbook notes that Bay Area will fall below 20% of U.S. deal count for first time, and there have been very public departures from the valley in recent months.

expert opinions on when we’ll return to a more “normal” stage again range from the summer of 2021 to the start of 2022.

Cruises run aground - are expecting to see costs increase once they can get their ships back to sailing around the world again.

Organizations will increasingly focus on what matters the most; work done instead of hours worked; missions accomplished instead of tasks completed

nine out of ten employees globally believe companies should engage in diversity and inclusion initiatives.

almost 2.2 million women stopped working or looking for work between February and October, according to the National Women’s Law Center.

Colleges under threat   - sports! dorms! students!—but colleges will be far from free of their financial woes.

Hottest year on record - Surface temperatures across 2020 indicated it was in the running to beat 2016’s inauspicious record, and 2021 could be worse still.

pandemic just hastened its arrival - Telemedicine was always the wave of the future

2021 will be prove to be the last year of growth in gas-powered automobiles.

The damage to the global economy will last well beyond 2021

we see a recovery to pre-pandemic levels by early-2022 or possibly even the end of 2021.

As we look toward 2022, the virus will be a fading memory, the economy robust, but decelerating, the yield curve steeper and volatility lower, and the rotation into cyclicals largely behind us.

low interest rates and moderate inflation should allow equity markets to perform very well through 2021.

We look for the economy to grow 4.5% in 2021. The first Fed hike is unlikely until the second half of 2024.

As the Covid vaccination process extends, the willingness to provide ongoing massive fiscal support should wane. In the longer term, the need for fiscal retrenchment—think higher taxes—will likely emerge.

four risks for 2021: (1) Second-wave risks and inoculation disappointments, (2) Concentration, regulation, taxation, (3) Inflation and rates volatility and (4) Policy uncertainty.

Fast growing market of EV's, lower gas sales, billions of dollars sales tax disappear for highway maintenance, how will the Government continue maintenance ?    Will there be a NEW tax to fill that gap  ?

Overseas Shipping has been affected severely - delays are as much as 6 months, some businesses have their imports on ships still parked in the Pacific by San Francisco or LA.  that means some inventory for last Christmas was not delivered. Have many retailers gone out of business ? What will happen in the next few months when the flood gates open ?