GenAI

What to Make of Jensen Huang’s Downfall

Failings of hubris and unchecked privilege

The Cognitive Dissonance of Tech’s AI Budget Discipline

Tech tightens its AI belt while urging enterprises to spend freely

Prepare for Bubble Trouble

You’ll thank yourself for doing your due diligence

Advice for AI Infrastructure Vendors (Especially Startups)

Customers represent risks, too

Death Knell for Neoclouds? The Market Asks Hard Questions

Sobering up after the bacchanal

Something’s Not Right with AI

And it’s not an impending AI apocalypse

Who’s In Charge Here, Anyway?

AI is a serious threat in the wrong hands, but it's not going "rogue"

AI Sovereignty: It’s A Geopolitical Imperative

Protection rackets aren’t good business

Anthropic Jumps the IPO Shark with Garish TAM Estimate

We need to get real before real gets us

Cruising at Speed Around News Harbor

Several ports of call and a helpful PSA