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Why we picked it 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
