What the Heck Is Going on with Oracle?
Oracle is on a mission to rival the Big Three cloud providers and its cloud ambitions are part of a theme that will determine GDP growth in the US...
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Meta Just Bought into EssilorLuxottica.
We won’t be generation heads-down forever. Handsets are impractical as our primary device to interact with information technology.
271 Views
Anthropic's to Every One of Us
Anthropic is a reckless and entitled AI start-up, symbolic of a tech industry that is completely out of control and drunk on its own success.
259 Views
I'd Stay Far Away from UnitedHealth.
Much of UnitedHealth’s business is just freeriding the US healthcare system. To some extent it could even be called parasitic. 40% of its revenues...
371 Views
If I Wanted to Bet on Humanoids, I'd Buy Meta.
The commercialization of general purpose humanoid robots could be the most disruptive innovation that the next few decades have in store for us.
410 Views