We have one article aimed at explaining each of the drivers:

Falling Transaction Costs The link explains what this trend/disruptive force is.

Moore’s Law An Outline explanation of Moore’s Law.

Metcalfe’s Law An explanation of Metcalfe’s law and some competing laws of network value.

The Power of the Mesh An explanation of Mesh networks and why they are relevant to technology directions.

The Chopsticks Phenomenon An explanation of how it is that poor technology often becomes dominant.

There will be more in this series of articles. Eventually it will describe every law or guideline that I have used over years to assess the direction of different sectors of the IT world.