S-Curves and the Adoption Cycle | EP124
What investors can learn from the s-curves of technologies both old and new.
Highlights
- How S-curves relate to TAM (total addressable market)—and what piqued our interest about them in the first place
- Types of S-curves
- Where different technologies fall into an S-curve: E.g., cars, refrigerators, landlines, TVs, Kindles, USB ports, and biologic drugs
- Are S-curves getting steeper?