software

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....

This decade is wide open for entrepreneurs, of all types, from all backgrounds, and from everywhere.

There will be funerals for the movie business, then the TV business. They’ll look just like the funerals for the...

Buy stock in companies that know what they’re doing and turn off the TV. Let time be your ally.