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Monsieur Say Lays Down the Law: DeepSeek Is Great for Nvidia
Everyone’s heard of Moore’s Law of semiconductors, but the law that has truly governed the semiconductor industry since the beginning was laid down by Jean Baptiste Say more than 200 years before the first transistor: “Supply creates its own demand.” A useful product produced in increasing abundance at lower costs will find ever more uses. […]
President Trump and Mr. Musk: Peace Through Robots?
Assuming it gets back on track, Trump’s three-way deal on rare earths from Ukraine and Russia might be the key to peace. And the idea appears to have Elon’s fingerprints all over it. We do not blame anybody but Putin and Russia for the intolerable cruelty and destruction of that war. Attempts to go beyond […]
Who Will Disrupt the Magnificent Seven
While the U.S. government alternates between subsidizing big tech and threatening to bust up the best companies in America, under the radar fly hundreds of small companies with potentially disruptive technologies that might become the big tech of the future. As Trump advisor Stephen Moore quipped in an excellent recent piece at Hot Air, “raise […]
Populist Poseurs Won’t Help American Families
New economic populists of the right are preening as saviors of middle-and-working-class Americans, who they charge were abandoned by Reagan-Era-Republicans. In a recent issue of Chronicles, for instance, Declan Leary proclaims, “The post-war American right has been led by a Boomer intellectual elite in thrall to laissez-faire dogmatism. A new, aggressively populist generation of conservatives […]
U.S. Opens a Disruptive Window for Chinese Semiconductors
Disruptive innovation was the late Clay Christensen’s term for what happens when an originally inferior technology becomes “good enough” for customers who had been buying elite products at premium prices, but no longer need the latest, greatest boost in performance if they can get good enough at a much lower price. When the steamship replaced […]
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Mr. President, Here Are Some More People to Fire (and Elon Knows Where They Live)
We would not for a moment disparage the good work being done by the President and his excellent Mr. Musk in such bold undertakings as canceling U.S. taxpayer funding of transgender drama productions in the upper reaches of lower Estonia. We merely note that there are some even more important targets, and possibly no one […]
How Overpriced Is the Market?
Covering tech stocks as we do in the Gilder Technology Report, we naturally ask that question every time our subscribers get a little bit richer! Our answer. Not as overpriced as some long-term historical data and long-time pundits suggest. To assess the valuation of the stock market over the past 50 years or so, it […]
How the Five Best Tech Stocks of the Year Made It to the Top—and Why You Should Care
It’s that time again. Investors are beginning to worry about over-the-top valuations, especially in tech. The usual gloomsters are cheerfully reminding us that it’s never “different this time” and reversion to the mean is not less assured than death and taxes. Okay, we buy the “it’s never different this time” argument. And some valuations have us worried. […]
Turns Out Teslas are Really, Really, Safe, and Will be Even Safer If You Stop Kibbitzing and Let It Drive
Despite priding ourselves on our media skepticism, for a long time it did not occur to us to doubt the repeated and widespread reports that Teslas and other electric cars are prone to burst into flames. It’s true that Teslas have burst into flames and it’s true that getting the batteries wet, as can happen […]
Yes, AI Will Make Us Rich and META Just Proved It
Yes, AI Will Make Us Rich and META Just Proved It By George Gilder and Dr. Robert Castellano We love our job: writing about cutting-edge technology developments for the And we are super-bullish on coming growth in the tech sector, especially semiconductors and information tools. BUT, as we keep reminding our readers, though tech […]