At Securities.io, we’ve always believed the greatest investment opportunities lie in identifying and aligning with the transformational disruptive technologies that are reshaping our world. When I first encountered Investing in Revolutions: Creating Wealth from Transformational Technology Waves by Tal Elyashiv, it felt less like discovering a new book and more like reading a manifesto for our existing mindset.
Elyashiv’s thesis is clear: we are standing at the inflection point of a new era — a Quantum Revolution — where technologies like AI, blockchain, and quantum computing aren’t just advancing individually but converging in ways that promise exponential societal and economic transformation. For us, that convergence isn’t just a tech prediction — it’s the backbone of how we choose to analyze investment opportunities.
A Framework for Navigating Disruption
What sets this book apart is its clarity in providing a framework for investors to anticipate, recognize, and act on technology revolutions. It’s not another hype-heavy “future tech” book. Elyashiv avoids chasing headlines or picking trendy stocks. Instead, he builds a thoughtful, evidence-based architecture rooted in history, adoption cycles, and “forcefield factors” — the combination of societal, infrastructural, and regulatory elements that determine whether a technology will flourish or fail.
This emphasis on context is what makes Investing in Revolutions stand out. Elyashiv moves beyond surface-level trendspotting to highlight the importance of regulatory conditions, infrastructure readiness, and societal acceptance in enabling real technological breakthroughs. For example, he explains how Thomas Edison’s light bulb didn’t transform the world immediately upon invention. Its impact was stalled for years until supporting infrastructure like electric grids and compatible factory designs caught up. It wasn’t the bulb alone that changed everything — it was the surrounding system finally becoming viable.
Investing in revolutions, he argues, isn’t about chasing the flashiest startup — it’s about recognizing the moment when a technology transitions from possibility to inevitability.
Consider the rise of cloud computing: it wasn’t the early buzz around web hosting startups that mattered, but the point when enterprise adoption and cost efficiency made AWS the backbone of the internet. Or the shift in electric vehicles — the real inflection came not with concept cars, but when Tesla proved it could scale production and turn a profit. Even in AI, it wasn’t decades of academic research that marked inevitability — it was the release of ChatGPT and the rapid integration of generative AI into tools used by hundreds of millions globally.
From Hype to Inflection Point
Elyashiv’s use of historical analysis — from the steam engine and the Bessemer steel process to the electric grid, the personal computer, and smartphones — helps the reader recognize that every revolutionary technology, no matter how mundane it eventually seems, once faced skepticism, slow adoption, and even failure. Understanding these patterns allows investors to make educated decisions amid the noise of inflated expectations.
For instance, the ICO boom of 2017 generated enormous excitement around blockchain, but much of that capital flooded into projects with little substance — leading to a crash that obscured the longer-term potential of decentralized technologies. Similarly, the early 2000s dot-com bubble saw the implosion of countless internet startups, but out of that wreckage emerged today’s digital giants, including Amazon and Google. In both cases, the underlying technology was sound — it just needed time, maturity, and the right environment to fulfill its promise.
What’s particularly useful is his breakdown of well-known frameworks like the Innovation Adoption Curve, Moore’s Law, and the Gartner Hype Cycle. Elyashiv doesn’t just recite them — he critiques, contextualizes, and synthesizes them into a cohesive model that today’s investors can actually use.
Many analysts caution against conflating buzz with breakthroughs, and Elyashiv nails this distinction. He argues that to succeed, one must track where a technology sits on the curve and align that with external forcefield conditions. His examples — Apple’s iPhone versus Google Glass, or AI’s early false starts compared to its current explosion — underscore the difference between being first and being right.
The Quantum Revolution: More Than Just Quantum Computing
One of the most valuable insights in the book is how Elyashiv defines the Quantum Revolution not as a narrow field of physics-based computing but as a broader convergence of three powerful trends: artificial intelligence, blockchain, and quantum computing.
Each of these technologies has the potential to reshape industries on its own, but together, their intersection creates a multiplier effect. AI makes sense of massive data sets, blockchain ensures trust and transparency, and quantum computing unlocks previously unsolvable computational challenges.
This convergence theme is something we track constantly at Securities.io — not just within the “deep tech” sector, but across health tech, financial services, logistics, climate solutions, and more. Elyashiv’s analysis reaffirms our belief that the biggest winners of this decade won’t come from isolated tech plays, but from platforms and infrastructure players at the crossroads of multiple revolutions.
Practical Guidance Without Hype
Although the subject matter is visionary, the book is impressively grounded. Elyashiv doesn’t offer stock tips or superficial trendspotting. Instead, he equips the reader with decision-making tools: how to assess adoption readiness, how to identify inflection points, and how to separate noise from signal.
One especially compelling section is on the acceleration of adoption cycles — a topic we frequently write about. In the past, it took decades for revolutionary tech to reach 50 million users. Today, it can happen in weeks. Elyashiv compares electricity (46 years) with ChatGPT (2 months), illustrating just how much the game has changed. This is of course due to Moore’s Law as well as Ray Kurzweil’s Law of Accelerating Returns.
And yet, he reminds us of the importance of timing. Many innovations stall because the supporting infrastructure isn’t ready. The light bulb didn’t transform the world until electric grids and factories were redesigned to make use of it.
Our Takeaway: Why This Book Matters
Our mission has always been to help readers identify and invest in the technologies shaping our future. Elyashiv’s Investing in Revolutions: Creating Wealth from Transformational Technology Waves reads like a kindred roadmap. It doesn’t just echo our belief in the inevitability of disruption — it strengthens it.
It’s for readers who want to build conviction around long-term investments in complex, paradigm-shifting technologies — not those looking for speculative moonshots. It rewards patient capital, deep curiosity, and systems-level thinking. It’s one of the few books we’ve come across that is as valuable for seasoned investors as it is for those just beginning to explore exponential technologies.
If you’re an investor, analyst, or entrepreneur trying to make sense of what’s next, this book will sharpen your lens. And if you’ve been following our work at Securities.io, it will feel like home.