Breakthroughs often sit ignored in labs or universities for decades—real tech, no interest. Then one day, everything changes. The internet started as ARPANET. mRNA vaccines were researched in the 1970s. AI was theorized in the 1950s. GPS came from Cold War defense. CRISPR was just bacteria’s immune system. All dismissed—until they weren’t.Innovation isn’t steady. It’s quiet, buried, then it erupts. By the time it hits the news, it’s too late. In these cycles it’s smarter to watch labs, not headlines.
$NVDA sat quietly awaiting from the limelight as a gaming company $MTM and $IPX are early bets on material disruption based on US University lab innovation that went unloved and unnoticed for years Schumpeter’s cycle had these steps : invention, innovation, diffusion, maturity, obsolescence.
Past waves:
Water power, textiles, iron (1785)
Steam, rail, steel (1830)
Electricity, chemicals, engines (1870)
Oil, aviation, electronics (1910)
Software, internet, media (1970)
AI, IoT, clean tech (2010)
Next: neurotech, quantum, synthetic biology (2040)
Key words: disruption, dormancy, eruption, destruction, saturation, collapse, rebirth.
Expand
