No matter the vertical, nothing is as difficult to assess as the anti-trust implications of M&A. In tech, that’s particularly true because of the pace of evolution and the breadth of influence and symbiosis within the space. Rulings that are based on traditional factors are almost certain to be flawed in reasoning, and thus likely…
OK, DeepSeek happened. OK, it convulsed stocks. That was then, this is now. If the DeepSeek announcement was an earthquake on Wall Street, where will the rubble fall hardest, and what might be left in a condition not only better than expected but better than before DeepSeek came along? Those are the questions we’ll look…
Well, China rattled investors in AI with its DeepSeek model. NASDAQ futures were down over 800 points at one point I saw on Monday, and of course this is surely do to short-selling by hedge funds. But you don’t short a market that’s not at least a bit over-bought, meaning that a lot of Street…
For many, the most important question for 2025 is the fate of the cloud. Last year we saw what was perhaps the very first clear dose of cloud skepticism, so will that continue or accelerate in 2025? If so, what happens to IT in general and the cloud in particular? If not, what will reverse…
What do enterprises think their network should be? I can’t say that I get much in the way of explicit comments on this, other than the expected toss-offs like “cheap”, “reliable”, and “secure”. Few enterprises really think about how network technology should evolve, and fewer offer spontaneous comments on the topic. However, I’ve been looking…
We may be ignoring one of the most important fields of computing, spatial computing, even though many of the IoT, AI, digital twin, and AR/VR applications explore pieces of the field. You can argue that recent progress in the convergence of IT and business processes is really related to spatial computing, so it makes sense…
One interesting thing I’ve noticed over the last couple months is a growing sense among enterprises that they’ve taken root in some obsolescent technical paradigms. We’ve used networking and computing in business since the 1950s, and a surprising amount of what we do and how we do it would be familiar to professionals of that…
If enterprises (and I) are correct, the future success of AI is very likely to depend not on enormous generative AI intelligence models, but on relatively contained and probably hierarchically organized agents. I believe that these agents will be “deep learning” models, some perhaps rising to the scope of an LLM but many being much…
One of the problems with hyped technologies is excessive breadth. Hype is a form of mass hysteria, and to achieve it you need masses, which means you tend to generalize to increase the chances a given theme will intercept interest profiles and get clicks. The problem is that there’s often a specialized piece of a…
What’s the question that defines 2025? No, it’s not about AI or the cloud. It’s not even about technology in a direct way, but about what’s real and how we decide just what that is. What is reality? That’s one of those important-but-imponderable questions that comes up regularly, and in this case has been debated…