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Two men currently dominate American technology, Elon Musk and Sam Altman. They’re going down. Musk took his eye off the...

Money is like a drug. With proper dosage it can make you well. Take too much and you overdose. Silicon...

At my first job covering technology, in 1982, I met a librarian who had escaped the stacks. He set himself...

A hallmark of today’s AI Bubble is that proprietary solutions are leaving open source in the dust. The arc of OpenAI,...

Billions of dollars are being invested today in Nvidia data centers and software, aiming at something called Artificial General Intelligence...

The AI stock boom that began two years ago passed another test this month, as enterprise software companies reported big...

Over the holiday, hanging out at Facebook for the first time in years, I found Cluetrain co-author Doc Searls flagging...

While waiting for Nvidia earnings on Wednesday to determine the short-term course of the market, let’s see where the technology...

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

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