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A collection of 21 issues

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

Reviewing Some Stuff I Couldn’t Think About

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

Goldman Sachs' Intriguingly Ambiguous Assessment of the GenAI Market

“It is my ambition to say in ten sentences what everyone else says in a book— what everyone else does not say in a book.” – Friedrich Nietzsche Nietzsche said some batshit-crazy stuff, particularly after he was stricken by syphilis – or was it brain cancer? Regardless of what afflicted Nietzsche, the

Treading Carefully on Oracle's AI-Inspired Growth Narrative

The Datacenter Energy Crunch: More Opportunity Than Threat

Lately, I’ve spent some of my now-copious free time pondering the future of datacenters, suddenly pressured by AI to quicken their evolutionary pace. As you may have heard, AI is notorious for its voracious appetite for energy and its unquenchable thirst for water. Today’s post is relatively brief,

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

The Accelerating Drive To AI Consolidation

By its very nature – technologically complex, resource intensive, often prohibitively costly to deploy and operate at volume and scale – AI is likely to host a rapidly thinning field of vendors and relatively early market consolidation.