How to Think About the Future of Technology

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Timothy O'Reilly
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For a clear view of broader market trends, one should always distinguish between the real "operating economy" and the financial "betting economy," where speculation often runs amok. Success in business and investing lies in identifying cases where these two domains will become one and the same.

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Andy Budd 2mos

Just discovered this great article by @timoreilly who explains this concept in more details.