Markets rarely announce an inflection. They look like a sequence of small, unrelated changes until the old model suddenly cannot explain what people are doing.
We look for cost curves collapsing, permissions changing, behaviour shifting, and infrastructure becoming available to a new class of builder. Any one of those is noise. Three at once is a door.
Being early is only useful when paired with a precise view of what becomes inevitable. Timing is not prediction. It is disciplined attention.
The work is to move before consensus while remaining honest enough to change when reality disagrees.