Art of Boring

S-Curves and the Adoption Cycle | EP124


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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?
...more
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Art of BoringBy Mawer Investment Management Ltd.

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