Ben Bajarin(@BenBajarin):Key reading on days like this. The main idea from Pástor and Veronesi is that prices fall when a technology gets big enough that its risk becomes risk for the whole market. That can happen even when the demand data is fine.

Ben Bajarin

@BenBajarin

CEO & Principal Analyst @creativestrat. Full-stack tech analysis from semis to software. Advisor to industry leaders. Technologist at heart. Keeper of Bees.

Joined April 2008

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Ben Bajarin@BenBajarin

2026.11.05 16:29

Key reading on days like this. The main idea from Pástor and Veronesi is that prices fall when a technology gets big enough that its risk becomes risk for the whole market. That can happen even when the demand data is fine.