Always-On

Sell the clouds and the chips and the software applications if you like. Some of those companies will fail. But...

In a year or two, we won’t all be thinking the same things, doing the same things. I may be...

The freedom to think what you want, and be who you want, is now the key to economic growth.

Once Putin’s War is over, everything’s going up.

Facebook still refuses to rent its cloud capacity. It continues to ignore government warnings about how it handles data. Its...

The announcement that Facebook’s network is available would change the subject, away from its weaknesses, toward its strengths.

Inflation today is just an incentive. It’s an incentive for technology to replace labor, to replace inputs, with lower cost...

While it’s easy to ridicule the metaverse, the enabling technology already exists. The vision is easy to express.

Harnessing the edge is a good thing, but it won’t create a problem until cloud demand slows. When it does,...

You no longer need $1 billion/quarter of free cash flow to become a cloud player. Now you can become a...