Tech runs in cycles. There are times when tech needs workers desperately, and there are times when tech needs money just as desperately. There are times when tech is overvalued, and times when it’s undervalued. Today tech is both overvalued and short of cash. Will the market notice that Meta has become AT&T, and start […]

The biggest mistake analysts make about Artificial Intelligence (AI) is thinking it’s one thing, moving in a single direction. (As in this illustration from Microsoft.) This has caused them to focus exclusively on the battle among the top models – OpenAI, Grok, DeepSeek, Gemini, Co-Pilot, etc.  – and miss what’s happening underneath. I prefer to […]

Atlanta’s great success as a city came from desegregation, from giving everyone full access to what the city has to offer. But maybe it’s time for Atlanta to find a little segregation. I’m not talking about race or class. I’m talking about transportation. E-bikes made the Beltline happen. They’re making possible a complete reorganization of […]

AI has been challenged in the last year by overexuberance and by the failure of LLMs to scale. Its challenge in 2025 is to deliver the productivity it promised. To track that I like to look at the biggest enterprise Software as a Service (SaaS) players, ServiceNow (NOW), Salesforce (CRM) and Adobe (ADBE). They were […]

As the e-transport revolution rolls on, speed limits are the key to progress. America is a suburban nation, where 35 mph is considered a minimum. Where two lanes are available each way, speeds of 50-60 mph are common. This is why 41,000 people died on American roads in 2023. Hundreds of thousands more are seriously […]

How can America build the kind of bike network found in places like the Netherlands? It’s a future I won’t live to see. But I remember what the great park designer Frederick Law Olmsted said when asked why he was building things that wouldn’t be finished until long after he was gone. “We did this […]

It’s as difficult to maintain control over technology as it is to maintain control of the polity. It’s the one weird trick that capitalism and democracy share. It saddens me so few people today comprehend it. Let’s start with tech. The huge inflow of capital into AI over four years, starting with Palantir, extending to […]

If DeepSeek is warning us about anything, it’s the danger that the Cloud Czars could be going the way of AT&T. Until this century, AT&T dominated communications. While I often blamed management for its failure, it’s clear now that the failure was financial. AT&T built and rebuilt its network primarily with debt. It kept its […]

It’s wrong to say Americans are urban people. It’s right to say city folk are a minority that Red America fears. That’s because America is a suburban nation. We live in one or two story homes, each with its own lot. The distances are navigated in the rolling living room known as a car. About […]

DeepSeek is a good hack. It uses Agile programming, parallel processing, and a focus on efficiency to deliver a Large Language Model that can train databases using a tiny fraction of the computing resources needed by OpenAI, Gemini, or Co-Pilot. Plus, it’s all open source. DeepSeek is a proof of concept that does for AI […]