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A collection of 91 issues

The Cloud Era Abides: Why Nvidia Has Not Subverted the Status Quo

In closing yesterday’s post, I wrote the following: One analyst yesterday said that Microsoft’s mildly disappointing cloud results, combined with its ever-expanding capital expenditures, represented a “transfer of wealth from Microsoft shareholders to Nvidia shareholders.” Tomorrow I will challenge such a facile view, which is, at best, glancingly

Microsoft Latest Results: Missed Cloud Expectations Amid Infinite AI Horizons

I had intended to write earlier and more often this week, but as often happens, life had other ideas. My good intentions were ambushed on this occasion by an ear problem, the details of which I will elide in the interests of decorum. After all, some of you might be

Next Week’s Earnings Face Elevated Scrutiny After Tech-Stock Wobble

Reports from the market’s coalface suggest investors might be slowly rediscovering the benefits of diversification. They are learning the hard way a lesson that experience had taught their forebears: If you put too much of your investment capital in one place, whether a single stock or a market sector,

Google’s Quarterly Results: Investors Begin Questioning Efficacy of GenAI Investments

In Tribute to (Perhaps Misplaced) Tech Nostalgia

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

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