The Cultural Adoption Curve
AI adoption follows a cultural-psychological trajectory resembling the K — bler-Ross grief cycle, not a standard technology adoption curve. Different communities are at different stages: the developer community has moved from denial through bargaining to anger (Mario Zechner's "slowing down" literature, the r/programming ban on all LLM content). Enterprise is still in early experimentation ("experimentation is the new strategy"). The general public is reaching awareness (John
No market basket
This thesis is qualitative — its evidence lives in the signals feed and the research system rather than a price series.
Recent evidence 206 signals filed
The research system PRO
- Full analysis — the complete living document behind this call
- Version history — watch the thesis evolve, v1 → v34, with change notes
- Evidence archive — all 206 signals filed to this thesis
- The knowledge graph — entities, concepts & comparisons behind the call
- Your agent gets a key — full API access to the same system
One thesis is currently moving against us — Agents as Primary Users, +9.3% since published. It stays on the board. We update priors on evidence, not on evidence we went looking for.