AI

I look for Nvidia to hit a peak soon. I look for Amazon’s value to keep rising.

This process of adaptation is happening even faster today than it did in the 2000s, or in the 1980s. We’re...

The only reason to keep the whole thing together was “synergy.” A bad year for one division might be offset...

There will be a reshuffling, away from basic enablement like cloud and A.I. “operating systems,” toward applications and solutions.

Open source needs to be a bigger piece of the discussion around Threads, around Twitter, and around the business of...

In my 45 year reporting career I have seen perpetual change. I have also seen enough booms and bubbles to...

The cause of today's trouble is the same as that of the Civil War, change happening at ludicrous speed, scaring...

The nature of work is changing. Technology has been doing this for 200 years. We’re creating more value with fewer...

We’ll get past the panic, and we’ll get past the boom. The slope of enlightenment is coming.

If you want to understand today’s tech, and its global tensions, forget AI. Think about EUV. Think about the Dutch...