6/ Once a thesis is well known, it's probably too late to make big money off it. Go early or go home.
@qatenary alternately, pick time horizon to ride out Amara's Law...most bandwagonistas fall off along the way: http://www.pcmag.com/encyclopedia/term/37701/amara-s-law …
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@vgr incidentally do you see a parallel between Amara's law and the Gartner hype cycle? Or is that just me? -
@qatenary No, I think the hype cycle tracks evolution in sentiments. Amara's law tracks charectistic time constants of technology itself. - 2 more replies
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@vgr Works if investing your own money/time. Fails if fiduciary. Keynes trumps Amara. -
@qatenary unless the investment model allows indefinite recycling? - 1 more reply
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