I think in this light you either invest in an inventor or radical innovator, or a component of their supply chain. One is: I'm going to make this happen and all these things will happen, the other is: this thing is happening so we should should to these things. This is why the path from venture (paradigm shift) to public (shifted) is important, the best public companies indicate a fundamental in other businesses, they are enablers. However, over time you become a commodity item on a supply chain and run risk the "enabled" companies will out innovating you as they build their capabilities and margins .