Topic
Cloud
A collection of 51 issues
AI Infrastructure Spending Gives Tech Investors a Halloween Fright
Tech Reaches the Geopolitical Summit: The Rise of Datacenter Diplomacy
There’s an article in – of all places – Foreign Policy that I recommend you read.
I recommend that you read the article not because I wholeheartedly agree completely with everything it says – the piece raises perhaps as many questions as it answers – but because I think it provides valuable insight
LNG Oversupply? With Tech’s Ascension, There’s No Such Thing as Enough Energy
A few years ago, if you flew across North America on a clear day, preferably in an aircraft, you would sometimes see natural gas flares burning below you at ground level. Natural gas often is found in proximity to oil, so while the oil was extracted and transported for processing
New Chapter or Epilogue? x86’s Latest Salvo
Robotaxis, Faux Robo PR, Robo Content Moderation, Kong’s New Valuation, Canadian Quantum, and Tech-Industry Lobbying
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
Keeping Vendors Honest on genAI Revenue Boasts
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