Money is like a drug. With proper dosage it can make you well. Take too much and you overdose. Silicon Valley began overdosing in May 2017. That is when Masayoshi Son and the Saudis’ Public Investment Fund announced the “Vision Fund,” a $100 billion effort to dominate the tech future. It backed a host of […]
The history of technology is a history of revolutions. We are in one now, the Artificial Intelligence (AI) revolution. But what kind of revolution is it? (Thanks to Perplexity for the illustrations.) The most recent revolution, beginning with Steve Jobs’ “just one thing,” the revolution of clouds and devices, has been nearly invisible to the […]
There’s always a generation gap. Today it’s among e-bike riders, and it is getting attention from policymakers. Just not in a good way. For folks like me, who grew up on bikes and are aging out, an e-bike is both transportation and exercise. We compare the motors and gears of our e-bikes to the gears […]
At my first job covering technology, in 1982, I met a librarian who had escaped the stacks. He set himself as a “digital librarian.” He used the online resources of the time to answer questions from Atlanta corporations and law firms. This was in the days of Lexis, Nexis, and Usenet. These weren’t direct answers. […]
As the number of people with e-bikes continues to rise, and as more people use them as transportation rather than for recreation, it’s clear we have one big enemy. It’s not Trump and it’s not the Congress. I’m talking about something much closer to home. It’s the cul de sac. Cul de sacs have been […]
We are now 15% through 2025 and one point has become glaringly obvious. There are now four Cloud Czars, not five. Apple is opting out of the GenAI frenzy. Apple’s announcement of “Apple Intelligence” last year was a head fake. I noted at the time they were rejecting “Big AI,” and they haven’t changed their […]
Tech runs in cycles. There are times when tech needs workers desperately, and there are times when tech needs money just as desperately. There are times when tech is overvalued, and times when it’s undervalued. Today tech is both overvalued and short of cash. Will the market notice that Meta has become AT&T, and start […]
The biggest mistake analysts make about Artificial Intelligence (AI) is thinking it’s one thing, moving in a single direction. (As in this illustration from Microsoft.) This has caused them to focus exclusively on the battle among the top models – OpenAI, Grok, DeepSeek, Gemini, Co-Pilot, etc. – and miss what’s happening underneath. I prefer to […]
Atlanta’s great success as a city came from desegregation, from giving everyone full access to what the city has to offer. But maybe it’s time for Atlanta to find a little segregation. I’m not talking about race or class. I’m talking about transportation. E-bikes made the Beltline happen. They’re making possible a complete reorganization of […]
AI has been challenged in the last year by overexuberance and by the failure of LLMs to scale. Its challenge in 2025 is to deliver the productivity it promised. To track that I like to look at the biggest enterprise Software as a Service (SaaS) players, ServiceNow (NOW), Salesforce (CRM) and Adobe (ADBE). They were […]
