Sign in Subscribe

Topic

CEOs

A collection of 24 issues

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

In Tribute to (Perhaps Misplaced) Tech Nostalgia

Twitter’s Role in Strengthening Musk’s Grip on Tesla

Years ago, when I worked for a technology company that developed and sold infrastructure software (an intentionally ambiguous description to protect the guilty and the innocent), I had a colleague who espoused a refreshingly frank worldview. He believed that the decisions of our board and senior executives could be attributed

Presenting a Tapas Menu of Recent Tech News

Each week, we’re swamped by events and information. It’s hard to keep up. We do our best to remain apprised of what matters to us, but relevant developments can evade the notice of even the most diligent observer. What follows are news items that caught my attention but

More than AI Recalibration Behind Layoffs at Google and Microsoft

I promised yesterday that I would deliver this post today. That's one promise kept. If somebody let you down today, it wasn't me. Back in the sepia-toned days of my early career – when I wore a zoot suit, a skinny tie, and a gangsterish fedora on

If Big Money Goes Private, Whither the Public Markets?

AI is Okay, but Can People Be Trusted with It?

I covered Arista’s latest quarterly financial results earlier this week, and I’ll probably comment on Cisco’s pending quarterly results, due at close of trade tomorrow, later this week. Today, though, I’m going in a different direction. When I launched this digital shanty last August, those who

Market Frenzy Pressures AI Engineers to Burnout and Despair

You may have heard that we’re in the midst of an AI market frenzy. You might choose to call it an AI gold rush, or, if you’re less favorably disposed, an AI mania. Whatever you choose to call what’s happening today, I think we can all agree

Energy: Tech Constraint or Accelerant?

The technology industry is insular and self-absorbed. Its denizens and principal players often see themselves as singularly important, the ever-shining sun around which all other businesses and industries revolve. One could argue that there’s some justification for the tech industry’s bumptiousness. The Magnificent Seven have dominated stock-market gains