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

Why I am bullish on AI, what AI tools I like, and the promise of home computing

Acquisitions I was on a thread about acquisitions yesterday.  Chris Williams observed that only Berkshire seems to do them well. I’ve lived through acquisitions of tech companies on both sides, as the

Technology and Halloween go together like peanut butter and chocolate.

We have a lot of political info available to us, but it is sprawling and hard to use. We should build a better voter app.