business strategy

I spent my career looking around corners as a tech reporter and a finance writer. This was easy in the...

While awaiting the results of the election my thoughts turned to the next battle facing America and technology. That is...

Everyone wants to talk about the Election today. I don’t. Instead, I want to talk about what separates car cities...

When a manager loses the trust of Wall Street, you can feel it. It hangs over the stock like a...

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...