The US industrial machine is facing very tight capacity at the same time as growth is ramping up. This has unshackled investment, and this time, it's no day pass. Firms have already begun to invest, so their suppliers need to wake up. Their competitors also need to take note, as they may soon have an opportunity to "help" fill the capacity gap.
I bought Google in its early days because I figured out the business model, and that it was simply a ubiquitous newspaper with a gargantuan circulation that would make billions by selling ads around its content. But I didn't buy Facebook because I have never understood it. But here's another angle that bothered me.