Happy Easter, brothers and sisters.
Sunday, April 20, 2025
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Has AI Use Reached an Inflection Point, or Not?
As always, we might well disagree about the latest statistics on AI usage. The proportion of U.S. employees who report using artificial inte...
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We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
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It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
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Financial analysts typically express concern when any firm’s customer base is too concentrated. Consider that, In 2024, CoreWeave’s top two ...
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