business models

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...

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...