business strategy

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

Wars are unhealthy for economies and other living things. Shooting wars are unhealthy, trade wars are unhealthy, race wars are...

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

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

Give a man a fish and he’ll eat it. Teach a man to fish and he’ll set himself up as...

Money today no longer comes out of the ground. It rains down from the clouds. Cloud Czars are negotiating with...

It doesn’t matter how many cloud data centers China builds. What matters is the wealth software and creativity can build...

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

Spending on minds or the infrastructure those minds use is what generates wealth today.

The Coronavirus reminds all of us of how vulnerable we all are, and of the need for consensus in the...