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"I'm pretty sure I would have looked at a nice shiny triode and determined that a blob of mud could never have outperformed it."
`````And some would say that you'd be correct.
This is a picture of Shockley's "improved" gen 2 junction transistor—essentially a cylindrical plug of germanium, impregnated, with chemical impurities to enable it to carry a charge.
Still think you would would have invested in Bell Labs when they announced the breakthrough? I'm pretty sure I would have looked at a nice shiny triode and determined that a blob of mud could never have outperformed it.