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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 128 votes (28.5%)
  • In the scarce resources it suddenly needs more of 173 votes (38.5%)
  • In the companies it replaces 76 votes (16.9%)
  • In businesses protected from the technology 72 votes (16.0%)

Total votes: 449

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.