Most sectors of the economy, and most of the stock market, are going nowhere now. The best companies are growing,...
Read moreDetailsIt’s not the “Magnificent 7.” It never was. This era is defined by the companies I called “Cloud Czars” in...
Read moreDetailsIt’s becoming clear to me that 2024 will be a global hinge point. That's not based on, but on technologies...
Read moreDetailsThe biggest surprise to me, reading the latest economic statistics, is that people are surprised. I mean, there are literally...
Read moreDetailshttps://www.youtube.com/watch?v=vcEOsGvT0qA There’s a single rule I’ve learned studying technology this last half century. Product must be in charge. The alternative...
Read moreDetailsIn some ways liberals are the most conservative of people. We seek to protect things that aren’t worthy of protection....
Read moreDetailsWhat the Internet did to words in the first decade of this century, it’s now doing to video. I have...
Read moreDetailshttps://www.youtube.com/watch?v=mL0pISorUNw As my new Christmas tradition, I re-watched The Apartment last night. It’s a love story, set in an insurance...
Read moreDetailsWhen people talk about Artificial Intelligence (AI) today, they’re usually talking about replacing journalists, artists, and other office workers with...
Read moreDetailsGenerative AI is an evolution from the database computing we’ve been doing for decades. It’s not a revolution. There are...
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