Topic
A collection of 36 issues
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
Big Tech Sheds Office Space, Intensifying a Trend with Other Tech Consequences
When reading articles and doing research, the goal is obviously to clearly understand the information you receive. If you’re serious about learning and gaining knowledge, however, you also consider what the information implies but not does state expressly. You take in the information in front of you, of course,
When Momentum Fades and Exhaustion Looms
Momentum always flags and falters eventually. It’s only a question of when it will happen.
What Data-Egress Fees Have in Common with Hotel California
The Accelerating Drive To AI Consolidation
By its very nature – technologically complex, resource intensive, often prohibitively costly to deploy and operate at volume and scale – AI is likely to host a rapidly thinning field of vendors and relatively early market consolidation.