What I'd expect to see is an analysis of how to address or prevent the same situation as previous bubbles: that society has allocated resources to a specific investment that are far in excess of what that investment can fundamentally be expected to return. How can we avoid thinking sloppily about this technology, or getting taken in by hucksters' just-so stories of its future impact? How can we successfully identify use-cases where revenues exceed investment? When the next exciting tech comes around, how can we harness it well as a society without succumbing to irrational exuberance?