business models

There isn’t one AI market right now. There are two. One is real. One is fake. What people care about...

I wouldn’t buy shares in Tesla right now. I wouldn’t buy shares in any car company. There are two reasons...

Car makers are America’s worst industry. This isn’t a pollution story, or an urban design story. Cars don’t scale. This...

When the Web was young, open source helped lead innovation. Individual programmers and small companies joined together, under a shared...

Cloud computing is the great technological miracle of the 21st century. All the advances of the Internet in the last...

I was working on a piece about AT&T’s latest horror today.  It’s sort of my bete noir. My blog was...

AI Infrastructure is the first upgrade to basic technology since the iPhone. Right now, it’s highly proprietary. History says it...

Thirty years ago, I didn’t have to upgrade my computer for the Internet. Browsers worked on most machines of the...

We know that cars don’t scale. They won’t allow construction of dense cities. The average car is about 6 feet...

Back when I was a kid, stocks were a pretty illiquid investment. I had to visit a broker. We had...