Topic
Future
A collection of 112 issues
Despite Challenges and Executive Departures, Arista Reassures Market with Results and Guidance
Parsing Juniper’s Reticent Quarterly Results
AI’s Runaway Capex Raises Questions, Signifies Big Changes Ahead
Alphabet (Google), Microsoft, and Meta were among the companies posting quarterly financial results this week. (Amazon will report next week.) The market responded enthusiastically to results from Google and Microsoft, but Meta’s results aroused ambivalence followed by deep concern.
Beyond the respective revenues and earnings of the technology behemoths
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,
How to Distinguish Digital Public Squares from Royal Courts
I reminisced the other day about the golden age of Usenet. Admittedly, those days weren’t long in number, but they were good while they lasted.
In the early 90s, I subscribed to a few Usenet forums (fora, if you insist), including a few related to my favorite bands, sports
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
For Security Vendors, AI Brings New Twists to Old Narrative
This post is about cybersecurity, but I am going to begin proceedings with a relevant quote from a relatively obscure 1984 film called Flashpoint.
No, this Flashpoint is not the Canadian police procedural television series of the same name, which wrapped up more than a decade ago; nor is it
Observing the Cautionary Tale of Silver Thursday
It’s now the evening of Good Friday. As it happens, yesterday was the 44th anniversary of Silver Thursday.
You might ask: What is or was Silver Thursday? It’s a fair question. To the best of my knowledge, nobody celebrates or honors Silver Thursday; it simply stands as a
Bitcoin: FOMO Eclipsed by Fear of Whales
I have spent some time recently using genAI as a research tool. One area where I’ve tapped AI’s research facility involves cryptocurrency, especially bitcoin. I’ve never truly understood the bitcoin investment thesis, and I thought AI might be able to find and synthesize perspectives that offer a