Twenty years ago, in 1993, Peter Drucker commented on a coming era of information & knowledge work in his book, The Post-Capitalist Society. The implications of a post-capitalist economics, in which information & knowledge serve as core value units may not yet be understood, but we can look to some emerging trends in technology & its funding structures.
This presentation seeks to isolate & explain certain variables that impact valuation & finance in an ecosystem of bits rather than capital goods. An attempt is made to frame the subject in the context of markets & themes of sector convergence that shape the CoRise thesis. This presentation is not a comprehensive review of sector activities or a survey of competitors. Nor is it an analysis or set of recommendations for purposes of assessing any investment, public or private.