AI

I last published an update to my book on Moore’s Law in 2021.  Bad news. It’s obsolete. I didn’t do...

A few thoughts from an armchair technology analyst follow. War has utterly changed in this decade. Individuals and smaller groups...

Generative AI is going through a human process, for which humans commonly take responsibility. But there’s no way the business...

Fixing search engines will be well down the list when Americans finally get on their hind legs and decide to...

I look for Nvidia to hit a peak soon. I look for Amazon’s value to keep rising.

This process of adaptation is happening even faster today than it did in the 2000s, or in the 1980s. We’re...

The only reason to keep the whole thing together was “synergy.” A bad year for one division might be offset...

There will be a reshuffling, away from basic enablement like cloud and A.I. “operating systems,” toward applications and solutions.

Open source needs to be a bigger piece of the discussion around Threads, around Twitter, and around the business of...

In my 45 year reporting career I have seen perpetual change. I have also seen enough booms and bubbles to...