{
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  "docSlug": "jarvis-placeholder-thesis-summary",
  "documentTitle": "Placeholder Thesis Summary",
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  "notes": "The slide uses a timeline-based framework to map historical technology eras (Hardware, Software, Networks, Crypto) against market cycle phases.",
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      "kind": "diagram",
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      "text": "expansion, consolidation, commoditization",
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      "kind": "paragraph",
      "text": "Information technology evolves in multi-decade cycles of expansion, consolidation and decentralization. Periods of expansion follow the introduction of a new open platform that reduces the production costs of technology as it becomes a shared standard.",
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      "text": "The price drop attracts new users, increasing the overall size of the market and creating new opportunities for mass consumer applications. Entrepreneurial talent moves to serve the new markets where costs are low, competition is scarce, and the upside is high.",
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      "kind": "title",
      "text": "1. Thesis: Open Standards, Market Cycles and Investment Returns",
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