business strategy

The rise of Nvidia (NVDA) represented the first stage of the AI boom. Clouds bought chips with both hands to...

From the standpoint of fundamentals, buying Palantir Technologies (PLTR) makes no sense. At its present market cap of $100 billion,...

The first two years of AI were defined by general purpose systems written for the broad market. ChatGPT, CoPilot, and...

Almost a quarter century ago I began chronicling the history of technology with a book about Moore’s Law. A marketer...

In my book on Moore’s Law, first written in 2001, I have a long chapter about AT&T. Its theme is...

Moore’s Law creates deflation. Chips get faster, so computing costs less. This extends to everything computing touches. It extends to...

I was wrong. OpenAI got the money. The AI Crash has been delayed. Private investors put in $6.5 billion for...

On top of everything else going on, AI is about to have its first market crash. OpenAI is seeking $6.5...

An investor told me recently he wants to back Trump because it will be good for “energy” stocks. Trump has...

Links are the lifeblood of the Web. Killing them means killing the Web. Cloud Czars are killing them anyway. One...