Information Technology

Belated New Year Salutations from the Belly of the Bubble

The song is discordant, but in some ways it’s the same

Prediction Markets: Gambling in All But Name

It's old fashioned, but I still distinguish between gambling and investing

Trump’s China Reversal Gives Nvidia a Hollow Victory

The chip has sailed

Why It Would be Madness for Google to Compete Directly Against Nvidia

For whom the AI chip tolls

Technologies Change, but Market Behavior is Remarkably Consistent

AI is in the spotlight, but human psychology determines market cycles

Why Vigilance is Particularly Necessary Now

Tech optimism can go too far

Will the Tech Industry Go Underground?

Datacenter Future Could Be Subterranean

Datacenters in Space: Not a Sitcom, but Maybe It Should Be

There’s no serenity now

We’re in a Strange New World

And we haven’t even figured out how to use AI gainfully yet

Earnings Calls Tout AI Growth, but Jobs Don’t Follow

For now, investors are winning; employees not so much