For a little while, I've been following Horace Dediu's blog, asymco.com, and listening to the podcast he does with Dan Benjamin, The Critical Path. I do find that it takes me a while to digest what he says about tech markets, not because he isn't clear, but because the concepts sound simple but feel like the tip of the iceberg. I think a lot of what he's been saying is starting to click into place for me, in large because of a recent Critical Path episode. This post is different than all the others on this blog, and is pretty rambling. I still have lots of unformed thoughts about the topic, but find it fascinating enough to share, however incomplete my knowledge.