Big tech is headed for a crash, worse than the one that caused the dot-bomb a quarter century ago. The...
Read moreDetailsApple Intelligence rejects the assumptions of Big AI. It is a turning point for the industry. While analysts are all...
Read moreDetailsWhat’s very clear, 18 months after the launch of ChatGPT, is that it wasn’t the revolution that was advertised. It’s...
Read moreDetailsThe biggest tech story of the week flew under the radar. That was the collapse of enterprise software stocks. Salesforce.com...
Read moreDetailsI had been covering the Internet for 9 years by late 1994. I like to say that’s the year the...
Read moreDetailsNvidia is leading an AI Infrastructure boom. Cloud Czars, stuffed with cash, are buying equipment and software with both hands....
Read moreDetailsI was taught the inverted pyramid in j-school. (Yes, I’m old.) The headline was the story. You summarized that story...
Read moreDetailsThe assumption of investors and most media is that the Cloud Czars are going to dominate the AI age. This...
Read moreDetailsWhen a company loses its passion, when it tosses employee morale in the sink, it’s time to walk away. I...
Read moreDetailsThe Artificial Intelligence (AI) hangover has begun. Both Nvidia and Meta Platforms fell 10% after earnings that beat street estimates....
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