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Private Markets

A collection of 15 issues

Personal Reflections on Tariffs and the Law of Unintended Consequences

I grew up in a blue-collar neighborhood. Nobody in our area had much money, except for a few people who might have been connected to organized crime, and I assume they did what they could to hide evidence of prosperity and to obscure the provenance of any alleged ill-gotten gains.

Tech Reaches the Geopolitical Summit: The Rise of Datacenter Diplomacy

There’s an article in – of all places – Foreign Policy that I recommend you read. I recommend that you read the article not because I wholeheartedly agree completely with everything it says – the piece raises perhaps as many questions as it answers – but because I think it provides valuable insight

Robotaxis, Faux Robo PR, Robo Content Moderation, Kong’s New Valuation, Canadian Quantum, and Tech-Industry Lobbying

Taking in the Big Picture at OpenAI

It’s nearly impossible to keep up with all the announcements relating to genAI. Something new – funding, partnerships, releases of new or improved LLMs, executive hires, launches of strategic roadmaps – jumps to the front of the queue each day, to be brusquely displaced by something else, often later the same

Why Intel’s Future is Unlikely to Include an Acquisition by Qualcomm

Large parts of the technology industry would like to think of themselves as apolitical. Many denizens of the technology world might have no use for politics, but politics, especially of the geopolitical variety, unquestionably has use for many of them. As geopolitical tensions between the U.S. and China intensify,

Why Tech Employment is Not What It Used to Be

When major new technologies arise, the expectation is that prosperity will follow. What’s more, most observers reasonably assume that the wealth will be shared, not evenly – because that never happens – but at least broadly. For the most part, these expectations and assumption were realized in past information-technology booms, including

Keeping Vendors Honest on genAI Revenue Boasts

On the Long and Costly Road from GenAI to AGI

I read this week that equity strategists are now vigorously debating the market potential of genAI. It's about time. Universal acclamation is always suspect, just as rational debate is always welcome. As it stands, genAI is performing parlor tricks, especially on Elon Musk’s X, where Grok (from

How Information Technology Turbocharged Globalization, and Why It's Being Asked to Retreat

Technology, particularly information technology, played an integral role in facilitating the rise of globalization during the last part of the 20th century and the first decade or so of this century. Globalization, of course, existed before the rise of modern information technology, but there's no question that IT

Constrained Energy Supply Sets Limits on Thirst of GenAI Datacenters