When a manager loses the trust of Wall Street, you can feel it. It hangs over the stock like a...
Read moreThe rise of Nvidia (NVDA) represented the first stage of the AI boom. Clouds bought chips with both hands to...
Read moreJensen Huang and his Nvidia AI chips have created a monster. The monster is “Artificial General Intelligence,” or AGI. Last...
Read moreThe first two years of AI were defined by general purpose systems written for the broad market. ChatGPT, CoPilot, and...
Read moreWhen the economic history of our time is written, I’m afraid that Joe Biden’s Build Back Better plan will be...
Read moreAlmost a quarter century ago I began chronicling the history of technology with a book about Moore’s Law. A marketer...
Read moreIn my book on Moore’s Law, first written in 2001, I have a long chapter about AT&T. Its theme is...
Read moreMoore’s Law creates deflation. Chips get faster, so computing costs less. This extends to everything computing touches. It extends to...
Read moreTrump is a symptom of a global phenomenon. In 2024, when it’s obvious the world as we know it will...
Read moreAI optimists who are leading a trillion dollar arms race to replace the Internet got a big boost this week....
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