While awaiting the results of the election my thoughts turned to the next battle facing America and technology. That is...
Read moreFrom the standpoint of fundamentals, buying Palantir Technologies (PLTR) makes no sense. At its present market cap of $100 billion,...
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 moreMoore’s Law creates deflation. Chips get faster, so computing costs less. This extends to everything computing touches. It extends to...
Read moreAI optimists who are leading a trillion dollar arms race to replace the Internet got a big boost this week....
Read moreOn top of everything else going on, AI is about to have its first market crash. OpenAI is seeking $6.5...
Read moreLast week, Nvidia CEO Jensen Huang gave us our first Clue that the current boom in Generative AI and data...
Read moreFor 30 years, ever since the Web was spun, technology has been dominated by what Richard Florida called the Creative...
Read moreHoward Schultz has a savior complex. For a quarter century, Schultz has either been running Starbucks or watching a hand-picked...
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