Monday, March 4, 2013

There's a Good Reason Why Big Public Companies Rarely Lead Innovation

Big public companies are not often noted for their innovativeness. But there's a good reason. The pressure to perform, every quarter, tends to drive out other longer-term activities for which the immediate return is minimal. 

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Lots of Reasons to Worry about AI Infra, But Customer Concentration Cannot be Helped

There are lots of reasons for investors to worry about the artificial intelligence infrastructure business. After all, firms generally are c...