From the standpoint of fundamentals, buying Palantir Technologies (PLTR) makes no sense. At its present market cap of $100 billion,...
Read moreJensen Huang and his Nvidia AI chips have created a monster. The monster is “Artificial General Intelligence,” or AGI. Last...
Read moreThe first two years of AI were defined by general purpose systems written for the broad market. ChatGPT, CoPilot, and...
Read moreWhen the economic history of our time is written, I’m afraid that Joe Biden’s Build Back Better plan will be...
Read moreAlmost a quarter century ago I began chronicling the history of technology with a book about Moore’s Law. A marketer...
Read moreIn my book on Moore’s Law, first written in 2001, I have a long chapter about AT&T. Its theme is...
Read moreOne of the great mysteries of 2024 is why the markets continue to rise going into the November 5 election....
Read moreTrump is a symptom of a global phenomenon. In 2024, when it’s obvious the world as we know it will...
Read moreAI optimists who are leading a trillion dollar arms race to replace the Internet got a big boost this week....
Read moreThe biggest untold story of the Trump Era is the role reversal of America’s two major parties. We’re used to...
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