The Artificial Intelligence (AI) hangover has begun. Both Nvidia and Meta Platforms fell 10% after earnings that beat street estimates....
Read moreThere isn’t one AI market right now. There are two. One is real. One is fake. What people care about...
Read moreI wouldn’t buy shares in Tesla right now. I wouldn’t buy shares in any car company. There are two reasons...
Read moreThe disconnect between how people feel about the U.S. economy, and how the economy is doing, is real. There are...
Read moreOver the last two years inflation has fallen from about 9% to about 3%. But the last mile toward the...
Read moreWhen the Web was young, open source helped lead innovation. Individual programmers and small companies joined together, under a shared...
Read moreCloud computing is the great technological miracle of the 21st century. All the advances of the Internet in the last...
Read moreI was working on a piece about AT&T’s latest horror today. It’s sort of my bete noir. My blog was...
Read moreAI Infrastructure is the first upgrade to basic technology since the iPhone. Right now, it’s highly proprietary. History says it...
Read moreThirty years ago, I didn’t have to upgrade my computer for the Internet. Browsers worked on most machines of the...
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