business strategy

The Artificial Intelligence (AI) hangover has begun. Both Nvidia and Meta Platforms fell 10% after earnings that beat street estimates....

There isn’t one AI market right now. There are two. One is real. One is fake. What people care about...

I wouldn’t buy shares in Tesla right now. I wouldn’t buy shares in any car company. There are two reasons...

The disconnect between how people feel about the U.S. economy, and how the economy is doing, is real. There are...

Car makers are America’s worst industry. This isn’t a pollution story, or an urban design story. Cars don’t scale. This...

Over the last two years inflation has fallen from about 9% to about 3%. But the last mile toward the...

When the Web was young, open source helped lead innovation. Individual programmers and small companies joined together, under a shared...

Cloud computing is the great technological miracle of the 21st century. All the advances of the Internet in the last...

I was working on a piece about AT&T’s latest horror today.  It’s sort of my bete noir. My blog was...

AI Infrastructure is the first upgrade to basic technology since the iPhone. Right now, it’s highly proprietary. History says it...