Markets

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

Decoupling Technologies from Market Bubbles

AI will outlive a bursting bubble

Super Micro’s Latest Misstep, OpenAI’s Erotica, and Tech Sexpionage

“Dirty ChatGPT” is coming to town

Fall is Upon Us, but Tech Markets Feel the Heat

Is it really so different this time?

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

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

For now, investors are winning; employees not so much

AI Puts Consultancies Between a Rock and a Hard Place

How and Why Consultants Made the Cardinal Error of Overpromising and Underdelivering

At Struggling and Thriving Companies Alike, Employees are Getting the Chop

It Wasn’t Always So