> "Moving from scarcity of capital to scarcity of attention" is where my bullshit filter lead me to stop reading.

"Scarcity" is perhaps the wrong word, but we don't really have a better one. Perhaps aggregation? Regardless, we can see that there are problems (and not just in the form of bubbles) being created by a lot of capital in very large piles sloshing around chasing opportunities for investment around the globe (even though capital still isn't exactly not-scarce), and that the current big winners in 'tech' are mostly purveyors of attention of various sorts.