Intuitively I would tend to agree, but being a physicist I would like to see some more quantitative data on this. Both the links from the article address diffe

Intuitively I would tend to agree, but being a physicist I would like to see some more quantitative data on this. Both the links from the article address different sets of companies than what he is actually talking about, the one on tomuse.com is about the companies on that famous graphic, which of course had already gained a certain amount of traction, otherwise they wouldn't be on there. The other one covers a vast superset of that, and also covers a much larger timescale than what I imagine when I hear the 90% figure.