[colortone]

Unfortunately, to get real value out of his writing you have to do your own homework.

Put another way: show us some data, models, or research that he's wrong.

Put another way: assume he's right about everything. What are the implications for your business?

etc

HTH

[rgrieselhuber]

Kind of sounds like a religious discussion at that point.

[colortone]

Self-driven edification is a religious experience for me, yeah.

Read up on game theory, network econ, information econ, financial analysis, and modern art criticism...it's totally spiritual!