The hype cycle, the S curve, the diffusion curve, the Kano model, Moore's (Moo's) law - these (kinds of) models) all help anticipate how supply, demand and sentiment will evolve

Hopefully they help bring perspective when it's at risk of being crowded out by "it'll never work" commentary

At a high level they might help guide decision making, eg in capital allocation

That said, I wonder whether they will persuade anyone who isn't already somewhat bought in

1 Reply
8:46 AM
Jun 1, 2023