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Intermediate
Why we picked it A short, readable on-ramp to Perez's installation and deployment phases from an investor who uses the framework in practice. If the full book is more than you need right now, this gives you the core lens for judging where a technology sits. Useful for spotting whether you are betting during the speculative build-out or the productive rollout.
The Carlota Perez Framework
From AVC (Fred Wilson) by Fred Wilson 8 min read
- Installation is speculative, deployment is when value spreads
- Golden ages come after the infrastructure is overbuilt and cheap
- Place your technology on the curve before you bet
