Like Marxism, Freudian psychology and String Theory.  Lakatos proposed that one can evaluate competing theories of rationality by asking how well they enable one to reconstruct the history of science (whether it be mathematics or empirical science). The thought is that if your philosophy of science, or theory of scientific rationality, deems most of “great science” irrational, then something is wrong with it. Contrariwise, the more of the history of “great science” your theory of rationality deems rational, the better that theory is. Lakatos probably subscribed to the Popperian thesis that history in the large is systematically unpredictable. In which case there could not be a genuinely progressive programme which foretold the fate of capitalism. At best you could have a conditional theory, such as Piketty’s, which says that under capitalism, inequality is likely to grow—unless something unexpected happens or unless we decide to do something about it.