Technological Revolutions and Financial Capital, by Carlota Perez

Technological Revolutions and Financial Capital: The Dynamics of Bubbles and Golden Ages (2002)

The techno-economic "surge" model, and why each general-purpose technology arrives with a lag between installation and absorption. This supplies the mechanism that my partial revolution describes from the outside. More technical than most of this list, and worth the effort once you have the general picture.

Read it asking: If the lag between installation and absorption is normal and recurring, what makes this one different?