John Ludwig

Publishing note: Starting today, I will generally bundle notes into a single weekly publication, which will come out on Thursday mornings. NVIDIA results NVIDIA reported today, and it was another great quarter.   Sell on good news they say, but I remain a holder.  I am sure other people will dig

Why I am bullish on AI, what AI tools I like, and the promise of home computing

Acquisitions I was on a thread about acquisitions yesterday.  Chris Williams observed that only Berkshire seems to do them well. I’ve lived through acquisitions of tech companies on both sides, as the acquirer and as the acquiree.   And I’ve lived through acquisitions that were successful and ones that

Technology and Halloween go together like peanut butter and chocolate.

We have a lot of political info available to us, but it is sprawling and hard to use. We should build a better voter app.

What's old is new, all my business lessons from 40 years ago are freshly relevant

It is easy to be overwhelmed by pessimism, but the same technology that is used to overwhelm us, can be used to lift us up.

Some really useful technology I've used recently

The fossil fuel vs renewable argument is missing the point. We just need a lot more energy.

Why don't we have a greater commitment to employee ownership?