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A collection of 27 issues

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

Next Week’s Earnings Face Elevated Scrutiny After Tech-Stock Wobble

Reports from the market’s coalface suggest investors might be slowly rediscovering the benefits of diversification. They are learning the hard way a lesson that experience had taught their forebears: If you put too much of your investment capital in one place, whether a single stock or a market sector,

Google’s Quarterly Results: Investors Begin Questioning Efficacy of GenAI Investments

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

Google’s genAI Networking Capabilities: Useful, Valuable, but not New

Twitter’s Role in Strengthening Musk’s Grip on Tesla

Years ago, when I worked for a technology company that developed and sold infrastructure software (an intentionally ambiguous description to protect the guilty and the innocent), I had a colleague who espoused a refreshingly frank worldview. He believed that the decisions of our board and senior executives could be attributed

An Unconventional Approach to Investing Amid Mega-Cap Market Dominance

Presenting a Tapas Menu of Recent Tech News

Each week, we’re swamped by events and information. It’s hard to keep up. We do our best to remain apprised of what matters to us, but relevant developments can evade the notice of even the most diligent observer. What follows are news items that caught my attention but

Treading Carefully on Oracle's AI-Inspired Growth Narrative

More than AI Recalibration Behind Layoffs at Google and Microsoft

I promised yesterday that I would deliver this post today. That's one promise kept. If somebody let you down today, it wasn't me. Back in the sepia-toned days of my early career – when I wore a zoot suit, a skinny tie, and a gangsterish fedora on