investment

The rise of Nvidia (NVDA) represented the first stage of the AI boom. Clouds bought chips with both hands to...

From the standpoint of fundamentals, buying Palantir Technologies (PLTR) makes no sense. At its present market cap of $100 billion,...

The first two years of AI were defined by general purpose systems written for the broad market. ChatGPT, CoPilot, and...

When the economic history of our time is written, I’m afraid that Joe Biden’s Build Back Better plan will be...

In my book on Moore’s Law, first written in 2001, I have a long chapter about AT&T. Its theme is...

Moore’s Law creates deflation. Chips get faster, so computing costs less. This extends to everything computing touches. It extends to...

Trump is a symptom of a global phenomenon. In 2024, when it’s obvious the world as we know it will...

AI optimists who are leading a trillion dollar arms race to replace the Internet got a big boost this week....

For decades those in the Creative Class were lulled to sleep by the thought that they were partners in the...

I was wrong. OpenAI got the money. The AI Crash has been delayed. Private investors put in $6.5 billion for...