Brad Casemore
Season’s Greetings on "Bad News Friday"
The holiday season is well and truly upon us, and many of you have already decamped for festivities with family and friends. Last-minute shopping and holiday preparations are also in full swing, which probably means you don’t have a lot of spare time available for reading posts like this
Technology Markets: The Human Factor and Generational Change
Oracle and the Quest for Eternal Corporate Youth
The SADness of Generative AI
John Chambers, Tech History, and AI and Cloud
John Chambers, former Cisco CEO and current venture capitalist, was interviewed recently by Investor’s Business Daily. He offered some perceptive observations, including one that I will explore in detail, but first allow me to take you down memory lane for a short diversionary stroll.
When I joined Cisco Systems
AI Will Not Create the Self-Driving Business
Parsing Arista Executive’s Candid Comments on Hyperscalers and AI
Revisiting NVIDIA’s China Exposure
Don’t Worry, AI Can't Make You Stupid
It’s U.S. Thanksgiving, and many Americans are anxiously running a gauntlet through airports and other transportation corridors. May you all arrive safely at your destinations and enjoy your holiday festivities with family and friends.
Considering the time of year, I could use the occasion to write something uplifting,