Bad things happen when you are grounded in the real world. Ergo, in systems architecture, we constantly look for feedback loops. Negative feedback loops provide stability (like a thermostat). Positive feedback loops provide amplification, but without a governor, they inevitably … Continue reading →

I’ve spent a lot of time, and acquired a lot of scar tissue, in this industry, and if there is one thing I’ve learned, it’s that most people are terrified of looking different. People hug the center of the road … Continue reading →

I’ve been doing Office Hours and the topic of AI has been in almost every one of the conversations. Everyone is wondering what the right play is with AI. A number of people are concerned about it replacing them. I’ve … Continue reading →

I am not a finance guy. I am an engineer. But I’ve been in this industry for forty+ years, and I’ve got enough scar tissue to look at a P&L sheet and ask some questions. And frankly, I don’t like … Continue reading →

I got a lot of feedback on my AI Bubble? : AI Skeptics Hard Look at the Value Equation, and the reactions were fascinating. A lot of you read my analysis of the economics and put me in the “AI … Continue reading →

There is an ongoing conversation happening right now between three camps: the AI Accelerationists, who want ‘all gas no brakes”; the AI Safetyists, who want to slam on the brakes; and the AI Skeptics. The first two camps get all … Continue reading →

Business is usually complicated, but sometimes a cartoon explains the disaster in your boardroom better than any consultant ever could. You remember the “Underpants Gnomes” from South Park, right? They had this incredibly industrious, high-energy business plan that looked like … Continue reading →