I had fun reading Andy Kessler's book "Running Money". He describes managing his tech hedge-fund from 1996-2001, one could say during the first Internet revolution. So if you are interested in technology from an academic, engineering, or other perspective, this book will add the money-management (good luck!) perspective.
How do you invest? "I just try to know the headlines before they appear" learns the author. Conviction about few long-term trends that scale can be a source of performance, but you have to identify the cycle early and better jump-out after everybody knows about it.
I liked a Doug Engelbart quote: "the combined knowledge of the human race scales, and if computers can augment people, then that scale is enabled". Isn't that evident in the case of the Web used for collaboration and sharing (e.g. Open Source Software, Wikipedia etc)?
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