Last week, Nvidia CEO Jensen Huang gave us our first Clue that the current boom in Generative AI and data...
Read moreMoore’s Law accelerates change in every direction. Huang’s Law puts it into overdrive. Artificial Intelligence (AI) software is one result....
Read moreIn 2009, when this site was still called a-clue.com, I rededicated this blog to “the war against oil.” At the...
Read moreWhat’s very clear, 18 months after the launch of ChatGPT, is that it wasn’t the revolution that was advertised. It’s...
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 moreCloud computing is the great technological miracle of the 21st century. All the advances of the Internet in the last...
Read moreNothing deflates like technology. This is true for all technology. It was true for manufacturing technology a century ago. That...
Read moreIt’s becoming clear to me that 2024 will be a global hinge point. That's not based on, but on technologies...
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