The automaker gap, the AI non-bubble, and software soul Sep 26, 2024 6 min read The automaker digital innovation gap and the challenge to remedy, AI valuations, and the value of soul in software
Trust Sep 19, 2024 5 min read 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 Sep 12, 2024 7 min read Revisiting and expanding on the Automotive software challenge. Also -- building customer trust, the challenge for Remarkable
Competition, Creative Destruction, and Renewal Sep 5, 2024 5 min read 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 Aug 29, 2024 7 min read 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