software

Don’t listen to the doomsayers. This is a great time to be an investor.

There remains great untapped value in tech. But until we get rid of the junk, a lot of tech’s money...

There is no electric equivalent of a Chevy or Ford. All we have are Cadillacs and Lincolns. But a little...

Once Amazon builds infrastructure it always rents it out. That’s already happening with Amazon Care. I think it will happen...

If you want to get the economy going again, win the war in Ukraine.

Nothing fights inflation like clouds.

I can’t invest in the Metaverse today because the company that will dominate it isn’t trading and may not even...

Once Putin’s War is over, everything’s going up.

Facebook still refuses to rent its cloud capacity. It continues to ignore government warnings about how it handles data. Its...

Clouds aren’t enough. Even cloudless clouds aren’t enough. A middle layer is needed in cloud before low latency can scale....