Broadband policy and the free market
Our broadband policy is misguided, building out bureaucracy rather than connectivity. Google remedies will be a good thing. And quick notes on Kindle, Apple Home, space, and nuclear
More issues
Reflections on Microsoft's mission, lessons learned
Microsoft's mission has evolved in a very good way, and it reflects the company's newfound relevance. Also, things I learned back in the day, that are still meaningful today
Face computers, autos and industrial policy, and the grind (Revised)
Technology to augment and extend our vision is inevitable, and the current products are heartening steps on the path. Also, automotive industry policy thoughts.
Face computers, autos and industrial policy, and the grind
Technology to augment and extend our vision is inevitable, and the current products are heartening steps on the path. Also, automotive industry policy thoughts.
The automaker gap, the AI non-bubble, and software soul
The automaker digital innovation gap and the challenge to remedy, AI valuations, and the value of soul in software
Trust
Trust is too often an implicit product and service goal, which can be disregarded. The goal needs to be more explicit.
Automotive Software Redux; Customer Trust
Revisiting and expanding on the Automotive software challenge. Also -- building customer trust, the challenge for Remarkable
Competition, Creative Destruction, and Renewal
Competition in the tech market is ever present and tough, and it has spread to adjacent markets like media and automobiles.
Excited about NVIDIA upside, and reflecting on virtualization
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
AI Optimism, Home Computing
Why I am bullish on AI, what AI tools I like, and the promise of home computing