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Nearly every factory has room for more automation, with greater penetration in existing industries and expansion into new industries expected over the next decade. In this podcast, portfolio managers Sunil Thakor and Danielle Menichella discuss Keyence, a likely beneficiary of that growth.
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While there is a long road ahead before data-driven decision-making becomes common across organizations, we believe businesses that enable this data stack will be an important area for venture capital investment in the years to come.
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