Topic
Energy
A collection of 18 issues
Living on the Nuclear Edge – Don't Worry, Not That One
One of the certainties of life is that neither good times nor bad times last indefinitely. Another certainty is that companies, as well as individuals, will experience ups and downs.
Dealing with good times isn’t a problem. Regardless of whether you’re steering a ship or whether you’re
Mind the Adaptation Gap: Why the Late-Stage Information Age is a Time of Great Peril
I’ve spent a lot of time ruminating during the past few weeks, and I’ve concluded that many of you are too polite to tell me what I’ve been doing wrong. I thank you for your empathy and kindness, but I would not have objected to a constructive
Reviewing Beneficiaries of GenAI Datacenter and Infrastructure Spending
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
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
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