I've said it before, and I'll continue to hammer it home until I run out of breath (or at least until my keyboard gives out)... Artificial Intelligence ("AI") will impact nearly every industry in the world, from finance to healthcare to software development. Today, though, I want to focus on… read more »
Friday, July 7, 2023My friend Bill recently received some devastating news. He has pancreatic cancer. And the illness is so advanced, it's spread to other parts of his body. Bill's doctor advised him to get his affairs in order. And he's since ended up in hospice. My heart aches for Bill as he… read more »
Friday, June 30, 2023Russia and China continue to dominate the headlines. In fact, it's nearly impossible to read the news and not hear about one or both nations. In Russia, for example, recent civil unrest and its ongoing conflict with Ukraine has disrupted global energy prices. Meanwhile, relations between China and the U.S.… read more »
Tuesday, June 27, 2023Artificial intelligence (“AI”) is becoming an overnight success. All it took was 60 years of trial and error! I’m not being flippant here. The fact is, AI’s an unstoppable force that’s having a profound impact on the world’s economies. It will transform just about every industry you can think of.… read more »
Friday, June 23, 2023When I wrote you on June 9, I noted we've recently witnessed a huge slowdown in funding for startups. Global venture funding in Q1 2023, the last period for full data, fell 54% to $76 billion. But one area of startup funding is still humming, and it's set to have… read more »
Tuesday, June 20, 2023I just love it when my colleagues and I are way ahead of Wall Street. Let me explain... Apple's recently-announced augmented reality ("AR") headset is being touted as "the next big thing in tech." Given Apple's history, I understand the accolade. This company has a history of entering late into… read more »
Friday, June 16, 2023America's in the midst of a factory-construction boom! In fact, according to the U.S. Census Bureau, spending on factory construction hit a high of $108 billion last year. And this year, spending is on track to reach $141 billion. Wow. How can we get in on this trend and position… read more »
Tuesday, June 13, 2023Glancing at the headlines, you might assume the number of small businesses is declining. After all, recent data from research website Crunchbase shows a sharp drop in funding for startups, many in the tech and life-sciences sectors. Makes sense: global venture capital ("VC") funding in the first quarter fell 54%… read more »
Friday, June 9, 2023With sailing season upon us, I can't help but think how my passion for the sport dovetails nicely with my love for crushing the stock market. You see, I moved to the Bay Area in June 1984 for two main reasons: Firstly, after years of analyzing the tech industry, I… read more »
Tuesday, June 6, 2023Most people think rocket launches are handled entirely by NASA. But did you know that the Federal Aviation Administration ("FAA") plays a key role, too? You see, the increased pace of missions to outer space has the FAA concerned about the possibility of a rocket-jetliner collision. In approving launches and… read more »
Friday, June 2, 2023