microsoft
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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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