Arthur, Brian (1998). "Thoughts on Inreasing Returns, Technological Lock-in, and Path-Dependence." Interview published in PreText Magazine, This is a very good introduction to the issues. [For oppoising views see Liebowitz here.]
Balwin, Carliss and Kim Clark (2000). Design Rules, Vol.1: The Power of Modularity. Cambridge, MIT Press. This is the single most valuable book connecting technological evolution and industrial change. It's strength derives from the deep empirical knowledge how computer technology developed and the innovative use of design and finance theory to understand how innovative activity shifts over time with profound implications for where value is created in the industrial landscape.
Basalla, George (1988). The Evolution of Technology. New York, Cambridge University Press.
Constant, Edward W. T. II (1980). The Origins of the Turbojet Revolution. Baltimore, The Johns Hopkins University Press.
Murmann, Johann Peter (2003). Knowledge and Competitive Advantage: The Coevolution of Firms, Technology, and National Institution. New York, Cambridge University Press.
Petroski, H (1992). The Evolution of Useful Things. New York, Alfred Knopf.
Vincenti, Walter (1990). What Engineers Know and How They Know It. Baltimore, Johns Hopkins University Press. This is the single most valuable book on technological evolution. It formulates an evolutionary epistemology of how engineers knowledge grows.