Technological Revolutions and Financial Capital (Carlota Perez)

[Spooky]

Not sure if there is a thread for this book but I have been really enjoying reading it, especially right now with all this AI hype! It was released around the time of the Dotcom boom so there are a lot of parallels today with prior periods of rapid technological changes and the corresponding bubbles and crashes that result.

 

https://www.goodreads.com/book/show/60509.Technological_Revolutions_and_Financial_Capital

[rogermunibond]

Ben Thompson of Stratechery first made me aware of Perez's work on technological adoption cycles.  I think it's a very useful way to view how these advances move through the market.