The Looming Crisis – Introduction
I spent my career looking around corners as a tech reporter and a finance writer. This was easy in the ...
Read moreDetailsI spent my career looking around corners as a tech reporter and a finance writer. This was easy in the ...
Read moreDetailsWhile awaiting the results of the election my thoughts turned to the next battle facing America and technology. That is ...
Read moreDetailsThe rise of Nvidia (NVDA) represented the first stage of the AI boom. Clouds bought chips with both hands to ...
Read moreDetailsFrom the standpoint of fundamentals, buying Palantir Technologies (PLTR) makes no sense. At its present market cap of $100 billion, ...
Read moreDetailsJensen Huang and his Nvidia AI chips have created a monster. The monster is “Artificial General Intelligence,” or AGI. Last ...
Read moreDetailsThe first two years of AI were defined by general purpose systems written for the broad market. ChatGPT, CoPilot, and ...
Read moreDetailsAlmost a quarter century ago I began chronicling the history of technology with a book about Moore’s Law. A marketer ...
Read moreDetailsIn my book on Moore’s Law, first written in 2001, I have a long chapter about AT&T. Its theme is ...
Read moreDetailsMoore’s Law creates deflation. Chips get faster, so computing costs less. This extends to everything computing touches. It extends to ...
Read moreDetailsAI optimists who are leading a trillion dollar arms race to replace the Internet got a big boost this week. ...
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