In 2009, when this site was still called a-clue.com, I rededicated this blog to “the war against oil.” At the...
Read moreThe assumption of investors and most media is that the Cloud Czars are going to dominate the AI age. This...
Read moreI wouldn’t buy shares in Tesla right now. I wouldn’t buy shares in any car company. There are two reasons...
Read moreCloud computing is the great technological miracle of the 21st century. All the advances of the Internet in the last...
Read moreNothing deflates like technology. This is true for all technology. It was true for manufacturing technology a century ago. That...
Read moreI am in my 46th year as a business reporter. The same issue that troubled me at the Houston Business...
Read moreThe biggest surprise to me, reading the latest economic statistics, is that people are surprised. I mean, there are literally...
Read moreIn some ways liberals are the most conservative of people. We seek to protect things that aren’t worthy of protection....
Read moreFew news stories of 2023 were as misunderstood as the insanity at OpenAI. First. There was always a contradiction inside...
Read moreI look for Nvidia to hit a peak soon. I look for Amazon’s value to keep rising.
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