Sign in Subscribe

Topic

Tech Leaders

A collection of 72 issues

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,

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

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?