industry
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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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Valve’s Steam machine will run over Microsoft
For more than thirty years I’ve watched the personal-computing landscape shift under the feet of companies that once looked immovable. Monopolies rarely fall in dramatic battles; they erode quietly, grain by grain, usually because the incumbent stops paying attention to the constituency that mattered most. With Valve preparing to roll out its new generation of 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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Of monsters and men
Nintendo has done it again. Not with a groundbreaking Mario game or a return of F-Zero, but with a fresh patent that looks less like innovation and more like a loaded legal weapon. Their newest filing outlines the ability to summon creatures and let them fight—yes, the very core mechanic of Pokémon, and by extension, Continue reading
The CompTech Journal 