I was working on a piece about AT&T’s latest horror today.  It’s sort of my bete noir. My blog was originally titled after AT&T’s continuing theft of government subsidies. I have followed it since before the 1984 break-up and remain constantly amazed at the stupidity and arrogance of its management. They’re lost in a bubble […]

AI Infrastructure is the first upgrade to basic technology since the iPhone. Right now, it’s highly proprietary. History says it won’t stay that way. Clouds were built with open source because low costs were the priority. But there’s more to open source than free code. Open source puts eyes on the code, and this lets […]

Abortion. Education. Civil rights. Health care.  Guns. Social Security. Climate. Democracy. On issues that matter in peoples’ lives, Republicans have staked out minority positions. It’s a target rich environment. To that add Democrats’ financial advantage. Consider the candidates. Look at the economy, with the AI boom ripping along, unemployment under 4%, and inflation nearing 3%. […]

Thirty years ago, I didn’t have to upgrade my computer for the Internet. Browsers worked on most machines of the time. I already had an Internet account, and it was years before a broadband upgrade was available. The Internet, in other words, was free. AI won’t be free. Delivering AI will require upgrades across the […]

We know that cars don’t scale. They won’t allow construction of dense cities. The average car is about 6 feet wide by 15 feet long. You need space on either side for the doors, and you don’t want to get too close in traffic. They take up too much room to scale development beyond the 1-2 […]

When a parliamentary coalition becomes unpopular, it resists the popular will. This is doubly true when the majority is narrow. It’s triply true when the issues become existential, life and death. We’re seeing this play out in the U.S. and Israel right now. In the U.S., Republicans have had a very narrow majority since early […]

Back when I was a kid, stocks were a pretty illiquid investment. I had to visit a broker. We had to hand over cash, or a check. We were mailed a stock certificate. Stocks were mostly a game for professionals. If you held stocks it was through a mutual fund, run by professionals, the money […]

Generative Artificial Intelligence (GenAI) development consists of three stages. All must fire for the technology to meet its promises. The first stage is infrastructure, and we already know the answer to that. Nvidia got to a $2 trillion market cap, and ARM Holdings is worth just as much (on a price to sales basis) because […]

Nothing deflates like technology. This is true for all technology. It was true for manufacturing technology a century ago. That helped cause the Great Depression. There wasn’t enough money to absorb all the productivity, so prices fell. This made suppliers insolvent, people lost their jobs, and you had a spiral. Thanks to Moore’s Law, change […]

Generative Artificial Intelligence (GenAI) has transformed the tech landscape in less than 18 months. Since OpenAI launched ChatGPT, there has been an arms race to upgrade data centers and support it. Cloud Czars are buying Nvidia chips with both hands. This has made Nvidia the 3rd most valuable company in the world, behind only Apple […]