While awaiting the results of the election my thoughts turned to the next battle facing America and technology. That is...
Read moreThe rise of Nvidia (NVDA) represented the first stage of the AI boom. Clouds bought chips with both hands to...
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 moreAlmost a quarter century ago I began chronicling the history of technology with a book about Moore’s Law. A marketer...
Read moreAI optimists who are leading a trillion dollar arms race to replace the Internet got a big boost this week....
Read moreI was wrong. OpenAI got the money. The AI Crash has been delayed. Private investors put in $6.5 billion for...
Read moreSince I lost my gig at InvestorPlace, I have lost my ability to research my beat. Every story I want...
Read moreOn top of everything else going on, AI is about to have its first market crash. OpenAI is seeking $6.5...
Read moreLinks are the lifeblood of the Web. Killing them means killing the Web. Cloud Czars are killing them anyway. One...
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