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When technology makes something dramatically cheaper to produce, where has the biggest investment opportunity historically tended to appear?

  • In the product that became cheaper 125 votes (28.7%)
  • In the scarce resources it suddenly needs more of 169 votes (38.8%)
  • In the companies it replaces 73 votes (16.7%)
  • In businesses protected from the technology 69 votes (15.8%)

Total votes: 436

Answer: In the scarce resources it suddenly needs more of.

When technology makes something dramatically cheaper, demand often surges — but the things needed to support that growth don’t necessarily become cheaper with it. Those remaining bottlenecks can become far more valuable.