This is just Clayton Christensen/Geoffrey Moore/SteveBlank stuff. It's the same patterns of growth, price, adoption curves, irrational exuberance, etc down to t

This is just Clayton Christensen/Geoffrey Moore/SteveBlank stuff. It's the same patterns of growth, price, adoption curves, irrational exuberance, etc down to the bad predictions by entrenched industry experts. It's remarkable how cleanly it's playing out. There's probably some easy academic opportunities on writing about it if someone wants some easy first authorship opportunities while sitting in their pajamas, it's there for the taking.