Seeking Alpha — May 11, 2015 | Steven Vannelli and Eric Bush
Report by Gavekal Capital. Drug companies spend billions yearly testing new compounds, seeking the right molecular combinations.
Researchers rely on existing human knowledge and on semiconductors to discover new knowledge. As the performance of semiconductors improves, the rate new discoveries can be uncovered accelerates.
Similarly, as the stock of human knowledge increases, the rate new discoveries can be found accelerates. When the inventory of human knowledge increases and… read more