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The Case Against the Lock-in Fixation
Bitcoin: FOMO Eclipsed by Fear of Whales
I have spent some time recently using genAI as a research tool. One area where I’ve tapped AI’s research facility involves cryptocurrency, especially bitcoin. I’ve never truly understood the bitcoin investment thesis, and I thought AI might be able to find and synthesize perspectives that offer a
When Momentum Fades and Exhaustion Looms
Momentum always flags and falters eventually. It’s only a question of when it will happen.
What Data-Egress Fees Have in Common with Hotel California
Going Underground: The Strange History of Tech Billionaires and Their Bunkers
The title of this post pays homage to Going Underground, a song released by mod rockers The Jam in 1980. Some of the song’s lyrics, if you view them ironically and from a skewed perspective – and I’m always up for that assignment – could reflect the current sentiments of
Thoughts on Cisco’s Isovalent Acquisition, Open-Source Motives, and the New Tech Austerity
It was inevitable that networking’s journey would become not only software-defined, not only software-driven, but reach an apotheosis of developer-driven software, period. With eBPF, networking and software merge seamlessly.
Taking a Trip with Hallucinatory AI
I admit that I’m still struggling to get the hang of retirement. I’m officially retired – in that I no longer collect salaried remuneration from an employer for professional services rendered – but I’m not exactly living a superannuated life of leisure. No beach chairs, sun parasols, golf clubs,
Going Over the Top, Again
NVIDIA might beat the Street one more time later today, but the denouement of this market drama will follow a banal, hackneyed, and all-too predictable script. At some point, NVIDIA’s investor brigade will go over the top, if not later today then next quarter.