
2: Michael Dempsey - The Craft of Investing in the Future
Dialectic
Navigating the Tension Between Science and Engineering in Tech Investments
This chapter examines the intricate relationship between science and engineering, particularly when investing in emerging technologies. It discusses the significance of timing, the cultural acceptance of failure, and the challenges posed by false inflection points in the investment landscape. Using case studies from sectors like biotech and virtual reality, the chapter emphasizes the importance of long-term vision, strategic planning, and understanding market dynamics for successful technology investments.
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