business models

Banks and other asset holders are stuffed to the gills with cash. Assets of all kinds are overvalued. They’re going...

The Cloud Czars throw off enormous amounts of cash flow and have minimal debt. Companies that looked at the cloud...

Kamala Harris’ job is to do the same thing with tech that Bush did with oil, cement a generational alliance...

You get to the future from the bottom up, making renewable power a consumer product, and energy harvesting a standard....

The business of journalism is to organize and advocate a place, an industry, or a lifestyle. Aggregate an audience around...

Cloud stocks are valuable, but they’re not worth what people are paying for them. Fundamentally, even the shares of fast-growing...

Management requirements increase exponentially with Moore’s Law, and everything it touches. And management must be centralized in the hands of...

Investment in public goods is theoretically unlimited. This means the potential growth of economies that value public goods is also...

COVID-19 is a warning. There is no place to escape from the changes now overtaking all of us. This is...

When this is over, the first thing we need to do is fry the vulture capitalists, as part of ending...