Eric,
I would like to suggest a book, "The Meme Machine" (I'm sorry I can't remember the author's name just now). Her thesis is that the replication of ideas (Memes) is the second replicator, genetic replication being the first.
In other words, the replication of ideas takes on an urgency that is beyond us, we are just here for implementation.
My takeaway from this book was that it dovetailed with the Gorilla Game by explaining why technology has such exponential growth compared to bricks and morter, transportation, utilities, or other sectors. Her background is as a scientist, not an investor, so she did not made the connection to investing, but the possibility certainly suggests itself.
Technology that enhances or speeds up the replication of ideas like the internet, communication advances, wireless, broadband, etc., will be necessarily embraced by the populace at large as a means for more efficiently replicating ideas.
This thesis might indicate a way to distinguish between Godzillas that promote replication of ideas vs. those that just bring efficiencies to commerce and other linear industries.
Carol |
