With America choosing, stupidly, calling oil “energy” it’s time to admit that China won the War Against Oil. (Illustration from ChatGPT.) China’s industrial policy of subsidizing entrepreneurs and withdrawing subsidies when companies become world class won over America’s alternating laissez-faire and corporate subsidy approach. Not only was China’s policy more consistent, it was more entrepreneurial, because […]

While the U.S. and China focus on enormous AI models that won’t deliver value, India is going another way. The digital economy there is worth $1 trillion and is the back office of U.S. tech. . The domestic economy is worth $3.5 trillion and is growing at 7%. There are a host of successful Indian […]

Contrary to what you’re hearing, China is no threat in AI. The issue is meant to further centralize Trump control, to automate it, and to hide it from the public. China poses no threat because of deliberate decisions made by China’s government four years ago. Xi Jinping cracked down on his tech sector, cutting the […]

A computer, even when programmed with AI, has no soul. It’s a machine. It runs software. Any “ethical code,” is determined by a “director.” I won’t say programmer, because you’ll think of some nerd in a basement somewhere. The director is the person or entity in charge of the machine. As a result the ethics […]

Hopium and Copium won’t cut it. You brought a spoon to a knife fight and paid the price of your naivete. So, once again. Do you want your country back? Or have your descendants lost democracy, and the last great hope of Earth, permanently? If you do want it back, here’s what we need.

I have been no fan of Meta Platforms (META) in the past. I owned the stock briefly, selling out during the 2022 “tech wreck,” when it fell to a low below $100 per share. Now the stock is selling for nearly $550 per share, and it’s the best bet I can see for 2025. Let […]

While waiting for Nvidia earnings on Wednesday to determine the short-term course of the market, let’s see where the technology will be going. The first two years of the AI Era were about “Big AI” projects like ChatGPT, Gemini, Claude, and Co-Pilot, run by the biggest tech companies. They were wholly proprietary, depending on huge […]

Many readers here may think I hate AI or believe it a fraud. That’s not true. It’s a useful tool. Once the hype is drained away, as it was from the Internet after the dot-com crash, it will surely have its day. But AI may be the worst acronym computing has yet developed. It promises […]

Warren Buffett is sitting out the AI era. The Sage of Omaha, legendary chairman of Berkshire Hathaway, has been selling stocks and now sits on an enormous pile of cash, $325 billion by last count. In the past Buffett said he didn’t understand tech stocks. But he bought Apple. Now he’s even selling that. You can […]

I was at a loss for what to do with myself, following the fall of democracy on November 5. Normally I would fight and wait for an opportunity. But with my 70th birthday coming in January, I no longer have the time. My solution has been to retire from daily reporting, except for this blog […]