Topic
A collection of 53 issues
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
A Brief but Terrifying Nightmare on Wall Street
I could have written about any of dozens of topics today. I was tempted, after reading for the second time Julian Barnes’ Nothing to be Frightened Of, a meditation on death and dying, to plump for death – as a subject of discourse, you understand, not as a final existential act.
Are Troubled Restaurants Canaries in the Consumer-Economy Coal Mine?
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,