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Reaction Wheel

1 resource from Reaction Wheel we point founders to, and the questions each answers.

✍️ Essay
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Neumann applies Perez's framework to software to ask where we actually are in the cycle and what that means for which markets are real now. It is a rigorous, founder oriented way to reason about whether a shift has moved from speculative installation to durable deployment. A strong bridge between the theory and a present day bet.

The Deployment Age

From Reaction Wheel by Jerry Neumann 30 min read

  • Where a technology sits in its cycle changes what bets are real
  • Installation phase rewards speculation, deployment rewards steady building
  • Match your market thesis to the actual phase, not the headlines
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