Cloud stocks are valuable, but they’re not worth what people are paying for them. Fundamentally, even the shares of fast-growing...
Read moreDetailsManagement requirements increase exponentially with Moore’s Law, and everything it touches. And management must be centralized in the hands of...
Read moreDetailsAs oil felt forced to take power 40 years ago, tech is being forced to do so now. It will...
Read moreDetailsRight now, we’re all looking at the trees of Trump, of COVID-19, and of America’s racist past. Meanwhile, the forest...
Read moreDetailsWe’re closing one book and opening another. This is a time for dreaming better dreams and working to make them...
Read moreDetailsMoney today no longer comes out of the ground. It rains down from the clouds. Cloud Czars are negotiating with...
Read moreDetailsIt doesn’t matter how many cloud data centers China builds. What matters is the wealth software and creativity can build...
Read moreDetailsSpending on minds or the infrastructure those minds use is what generates wealth today.
Read moreDetailsLook for a strategy that captures a manufacturer’s margins, as well as a retailer’s.
Read moreDetailsIn the 1980s we talked about adapting politics to technology. In 2020, we must adapt technology to politics, a new...
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