Topic
CEOs
A collection of 22 issues
Taking in the Big Picture at OpenAI
It’s nearly impossible to keep up with all the announcements relating to genAI. Something new – funding, partnerships, releases of new or improved LLMs, executive hires, launches of strategic roadmaps – jumps to the front of the queue each day, to be brusquely displaced by something else, often later the same
Why Tech Employment is Not What It Used to Be
When major new technologies arise, the expectation is that prosperity will follow. What’s more, most observers reasonably assume that the wealth will be shared, not evenly – because that never happens – but at least broadly.
For the most part, these expectations and assumption were realized in past information-technology booms, including
On the Long and Costly Road from GenAI to AGI
I read this week that equity strategists are now vigorously debating the market potential of genAI. It's about time. Universal acclamation is always suspect, just as rational debate is always welcome.
As it stands, genAI is performing parlor tricks, especially on Elon Musk’s X, where Grok (from
Intel: An Uncomfortable Present and an Increasingly Uncertain Future
Reviewing Some Stuff I Couldn’t Think About
Cisco Q4 Results: Rising Orders Deliver Respite
Intel’s Fitful Transformation Gets Bumpy
The Cloud Era Abides: Why Nvidia Has Not Subverted the Status Quo
In closing yesterday’s post, I wrote the following:
One analyst yesterday said that Microsoft’s mildly disappointing cloud results, combined with its ever-expanding capital expenditures, represented a “transfer of wealth from Microsoft shareholders to Nvidia shareholders.”
Tomorrow I will challenge such a facile view, which is, at best, glancingly
Microsoft Latest Results: Missed Cloud Expectations Amid Infinite AI Horizons
I had intended to write earlier and more often this week, but as often happens, life had other ideas. My good intentions were ambushed on this occasion by an ear problem, the details of which I will elide in the interests of decorum. After all, some of you might be