The market has cratered recently in a classic “toss the baby out with the bath water” scenario.
My belief is that the future of American innovation and American success is very much software-centric. I was planning on writing a post on this theory but then stumbled into this excellent essay in the Wall Street Journal that echoes my sentiments.
I highly recommend reading it here at the Journal.
If you are not familiar with Marc, here is his bio: http://en.wikipedia.org/wiki/Marc_Andreessen
I.M. Optimism Man
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