Topic
Markets
A collection of 69 issues
Goldman Sachs' Intriguingly Ambiguous Assessment of the GenAI Market
“It is my ambition to say in ten sentences what everyone else says in a book— what everyone else does not say in a book.” – Friedrich Nietzsche
Nietzsche said some batshit-crazy stuff, particularly after he was stricken by syphilis – or was it brain cancer? Regardless of what afflicted Nietzsche, the
Cisco Can't Party Like It’s 1999, but the End is Not Near
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
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 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.