Article · 8 min read

The Carlota Perez Framework

Fred Wilson · AVC (Fred Wilson) Free Intermediate

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.

  • 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
Open on avc.com ↗

It answers 2 questions

  1. How do I tell the difference between a real trend and a passing fad?
  2. How do I know if the timing tailwind I'm counting on (a new regulation, a new tech) is real or wishful thinking?

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