Warren Buffett is sitting out the AI era. The Sage of Omaha, legendary chairman of Berkshire Hathaway, has been selling...
Read moreThe story of the 2024 election is obvious in hindsight. It’s a tech story. AI beat the cloud. Democrats ran...
Read moreDonald Trump won’t hold power next January. Donald Trump is a dementia victim. He is incapable of doing the job...
Read moreI spent my career looking around corners as a tech reporter and a finance writer. This was easy in the...
Read moreWhile awaiting the results of the election my thoughts turned to the next battle facing America and technology. That is...
Read moreThe rise of Nvidia (NVDA) represented the first stage of the AI boom. Clouds bought chips with both hands to...
Read moreFrom the standpoint of fundamentals, buying Palantir Technologies (PLTR) makes no sense. At its present market cap of $100 billion,...
Read moreJensen Huang and his Nvidia AI chips have created a monster. The monster is “Artificial General Intelligence,” or AGI. Last...
Read moreThe first two years of AI were defined by general purpose systems written for the broad market. ChatGPT, CoPilot, and...
Read moreAlmost a quarter century ago I began chronicling the history of technology with a book about Moore’s Law. A marketer...
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