business models

Apple Intelligence rejects the assumptions of Big AI. It is a turning point for the industry. While analysts are all...

One point lost in our arguments about transportation is how electricity scales in ways that engines powered by fossil fuels...

While researching an upcoming story on Nvidia, some facts came to light that made me realize we’re at the end...

What’s very clear, 18 months after the launch of ChatGPT, is that it wasn’t the revolution that was advertised. It’s...

I had been covering the Internet for 9 years by late 1994. I like to say that’s the year the...

Nvidia is leading an AI Infrastructure boom. Cloud Czars, stuffed with cash, are buying equipment and software with both hands....

As an American, I was taught in elementary school that the 13th Amendment to the U.S. Constitution outlawed slavery. It...

The assumption of investors and most media is that the Cloud Czars are going to dominate the AI age. This...

Moore’s Law Makes Time More Valuable. That sounds simple, but it’s a huge deal. It also explains a lot of...

When a company loses its passion, when it tosses employee morale in the sink, it’s time to walk away. I...