Topic
Information Technology
A collection of 67 issues
Amid Algorithmic Tech-Market Euphoria, Fear Takes a Holiday
We live in interesting times, which is not always a good thing, as a well-known Chinese proverb says. Nonetheless, the ambiguities and paradoxes of the era in which we live, as well as its careening pace of change, present excellent opportunities for analytical minds to observe and appreciate the delicious
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
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
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?
If Big Money Goes Private, Whither the Public Markets?
Retirement: Don’t Believe the Stereotype
At the end of June, I will have been nominally retired for exactly one year. I’ve used the word nominally with considerable care, though I just as easily and accurately might have invoked the word ostensibly.
What do I mean when I introduce these qualifiers? Well, people ask me