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Jensen Huang’s Information Theory of Economics
As the author of a book, “Life After Capitalism,” on the information theory of economics, I reveled last week in vindication by none other than Jensen Huang, CEO of Nvidia (NASDAQ: NVDA). In the study of the economy today, experts everywhere uphold economics as “the science of scarcity,” governed by “incentives,” measured by money, minted and […]
Simple Systems Lose Wars
Or, Why “Keep It Simple” Is Stupid Everybody loves simplicity. Engineers lust after it. After all, complex systems multiply points of vulnerability or failure. Simple systems are easier to maintain and harder to break. In business, clarity wins. If your executives, employees, and customers can’t summarize your value in a sentence, you have a problem. […]
Elon the Entertainer
Elon Musk is likely the greatest entrepreneur of all time. As a philosopher, like many of his colleagues in the world of apocalyptic artificial intelligence (AI), he is increasingly delusional. His latest delusion is that Optimus, his humanoid robot, possibly combined with Neuralink and its “Telepathy” human interface, is about to become “the world’s leading […]
Samsung Reclaims Its Mojo
For much of the past decade, Samsung Electronics (OTCM: SSNLF) has struggled with a credibility problem across two of its most important semiconductor businesses: foundry and advanced memory. The issue was not capital investment, ambition, or technology roadmaps. It was execution. At critical points, Samsung failed to deliver consistent yields and power efficiency at scale, […]
A Christmas Gift
The world of disruptive technology is unveiling a new Christmas present. Not born in Bethlehem, but near it in Israel, is a new technology paradigm. It’s birthed in a town called Migdal Haemek, “the Silicon Valley of the Galilee.” This is the home of Tower Semiconductor (TSEM), the world’s leading complex of analog wafer fabs […]
Why Do Nations Wage Wars When They Could Wage Wealth?
Why do nations mobilize armies when they could emancipate minds? Sometimes they are forced to defend themselves, like Israel when blitzed on October 7, 2023, or the United States under air-strikes at Pearl Harbor on December 7, 1941. But through the ages, the goal often has been to capture “scarce natural resources,” or in the […]
Musk Must Buy GlobalFoundries, Cambricon, and Cerebras
Elon Musk has stated repeatedly and publicly that he needs between 100 billion and 200 billion chips per year for Tesla (NASDAQ: TSLA), Optimus, Starlink, and xAI. “If they cannot provide 100 billion to 200 billion AI chips within the time we need,” he’s proclaimed, “then I will do it myself.” My bet is he […]
Trump’s Ghostworkers and the Shrinking U.S. Economy
By Richard Vigilante Begin with a simple picture: The first chart shows foreign-born vs. U.S.-born employment growth since 2020. Of the 11.1 million new jobs added after the pandemic, 4.5 million—40%—were filled by foreign-born workers. Strip them out, and the post-pandemic recovery collapses. Keep them in, and you see the modern American labor market for […]
An Earthquake Is Coming
By John Schroeter and George Gilder Artificial intelligence is creating huge opportunities for investors. And some of the most powerful opportunities have nothing to do with microchips or accelerators or silicon or semiconductors or any of that stuff. The opportunities are in infrastructure, real estate, and heavy industry. In the world of computation, a huge […]
The End of the Microchip
(This essay appeared in a shorter version as a Nov. 4 op-ed in the Wall Street Journal.) This is manifestly the microchip era. It is the central controlling unit imparting functional intelligence to nearly every machine on the planet. It now promises a new industrial revolution bringing artificial intelligence (AI) to almost every human activity. […]