Topic
CEOs
A collection of 28 issues
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
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