finance
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Don’t wanna say told ‘ya, but told ‘ya
The City has a way of repeating its own history, usually while insisting this time is different because the underlying mathematics are silicon rather than subprime. We are currently watching that cycle play out in San Francisco with a predictability that would be amusing if the sums involved weren’t so gargantuan. The latest dispatches from Continue reading
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Digital shovel sellers
Watching tech for a long amount of time teaches a humbling lesson: manias rhyme. Today’s AI trade smells like a circular economy of hype—vendors financing customers who finance vendors—while real, durable profits remain scarce. The one clear cash machine is Nvidia, the picks-and-shovels seller of compute. Its data-center juggernaut now throws off extraordinary revenue and Continue reading
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HAL is not for profit
Silicon Valley is selling artificial intelligence as an economy-wide cure-all. Strip away the theatrics and you find a familiar cycle: when genuine breakthroughs slow, the marketing gets louder. The last half-century’s growth rode semiconductors and microelectronics; that engine is sputtering. We hit the power wall when Dennard scaling broke down in the mid-2000s, ending the Continue reading
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Battlefield 6 and delusions of grandeur
The reports of the last weeks in which is stated that Electronic Arts has budgeted well over $400 million for Battlefield 6—while internally projecting a staggering 100 million players—landed on my reel like a flash-bang. Ambition is nothing new in this trade, but even senior staff at DICE are said to doubt those targets, likening Continue reading
The CompTech Journal 