So, I just finished watching Jensen Huang sitting next to Elon Musk — both of them nodding in agreement — saying there’s no AI bubble. And, you know what? That hit exactly the way I thought it would. Because it’s not a revelation; it’s confirmation. I wrote two days ago that there is no AI bubble — only a delusion bubble  — and this, right here, is the proof. Not because Jensen said it, but because he had  to say it. The narrative has finally caught up to the math. This is wh

It’s been a long time since I’ve heard that sound. You know the one — the modem handshake. That chaotic, warbling, alien sound of two machines trying to find common language. Back in the BBS days, that sound was everything. It meant connection. It meant possibility. It meant you’d made it through the static and the screech and the hiss to that beautiful, quiet moment of sync. I hadn’t thought about that sound in twenty years. But last night — lying in bed after back-to-back c

It happened again. The one thing that’s not supposed to go down … went down. This morning, Cloudflare — the safety net of the internet, the infrastructure under the infrastructure — tripped over itself and faceplanted. If AWS is the backbone, Cloudflare is the connective tissue. It’s the silent middle layer that makes sure your site doesn’t  go dark when other things do. Except today, it did. And when Cloudflare stumbles, it’s not just one site that goes offline — it’s an ent

I just got back from a data conference in Chicago, and I left honestly stunned. Not by the technology — by the people. Panel after panel, supposedly “leaders” in data science, logistics, and analytics — all of them dancing around the same idea: “We’re being cautious about AI.” Cautious. That word kept coming up like a reflex, a corporate mantra. “We’re waiting for regulation.” “We’re concerned about bias.” “We don’t trust the outputs.” It was like watching a room full of data

There’s something almost biblical about the way these guys operate.They don’t build companies anymore — they build temples to themselves. You’ve seen it: the aging executive who insists on running a “modern digital venture” entirely through local copies of Microsoft Word . No version control, no shared drives, no Google Docs, no transparency. It’s not about productivity — it’s about control.He treats the document like sacred scripture, locked in his desktop tomb where only he

Quantum Just Went Rack-Mountable — And Everything Just Changed Let’s not bury the lead. China just launched a 100-qubit, room-temperature quantum computer  — and you can rack it in your data center. Not a prototype. Not a physics experiment. An actual product. Shipping now. Called Hanyuan-1 . Three server racks. Neutral-atom architecture. Plug and play. Let me translate that into reality: This week, quantum computing went from science fiction to IT procurement. From Lab Equip

Let’s be honest — the 10kW rack era isn’t just over. It’s ancient history.And it’s not coming back. What’s happening right now is something entirely different: an all-out power and cooling arms race inside every data center — built or unbuilt. The demand curve isn’t plateauing. It’s accelerating, steeply. And for the foreseeable future, that’s not going to change. People keep saying, “Well, quantum will change everything.” Not for this. Quantum is incredible, but it’s not bui

COVID did for remote work what the Russia-Ukraine war is doing for drone warfare. The pandemic didn’t invent Zoom, Teams, or Slack — it simply forced every organization on Earth to use them. Overnight, “digital transformation” went from strategy deck buzzword to survival tactic. Warfare is now having the same moment. From Platforms to Packets In June 2024, Ukraine’s Operation Spiderweb  didn’t just destroy aircraft — it rewrote doctrine. Drones launched from inside Russia’s b

Let me tell you something strange: We don’t know how to build the Space Shuttle anymore. NASA had the plans. The blueprints. The specs.What they didn’t have was the team —the network of minds, habits, and shared mental models that made it all work. That knowledge didn’t live in one document. It lived in hallway conversations. In hand gestures. In intuition built through repetition and failure. When those engineers retired or moved on, the Shuttle didn’t just become obsolete.

If you’ve been using ChatGPT since the early days, you remember how wild it was — the world’s most powerful artificial intelligence wrapped in one of the simplest interfaces imaginable. It felt like driving a spaceship with two buttons: “send” and “regenerate.” Fast-forward to now, and it’s not just a chat box anymore. It’s starting to look and feel like a full-on operating system for your digital life . Projects, Custom GPTs, Memory, Connectors, Sora, the Atlas Browser — it’

If you’ve been on the internet in the last 48 hours, you’ve probably seen that  photo — a massive white-roofed facility in Memphis with MACROHARD  painted across it in letters so huge you can literally see them from space. And of course, it came straight from Elon Musk’s X account. Classic Elon: half-joke, half-omen, and somehow both at the same time. This is the same man who named a car line “S3XY,” sent a sports car into orbit, and made flamethrowers a consumer product. So

So… OpenAI just dropped Atlas , their brand-new AI-powered browser . And somewhere out there, a thousand Chrome extensions just quietly curled up and died. Copy helpers, summarizers, productivity widgets, those sidebar AI things everyone rushed to build last year — all gone in one press release. Atlas basically did to browser plug-ins what the iPhone did to the flip phone industry: it smiled, waved politely, and rewrote the rules of the game. But under the hood, this isn’t ju

When us-east-1 Sneezes, the Internet Gets a Cold At exactly 3:11 AM this morning—because apparently the cloud has a flair for irony— Amazon Web Services’ us-east-1 region  tripped over its own DNS resolver and faceplanted, taking half the internet down with it. For those of us of a certain age, sipping our morning coffee while watching dashboards fail to load, there was only one thing going through our heads: 🎶 Gonna take the internet down… down…  🎶 Yes. 311. The band. The

Let’s be clear: the cloud isn’t dying. But the age of unquestioned cloud supremacy  — that decade-long reign where every ounce of intelligence had to pass through someone else’s API — that’s beginning to crack. We’re entering the post-imperial  phase of compute. The Great Inversion For twenty years, the cloud has been the empire of cognition: centralized, industrial, and rented by the teraflop. It made sense. The economics of scale were brutal. Training frontier models requir

Let me tell you something that’s easy to miss but impossible to ignore once you see it: The borders that matter now aren’t on land—they’re in compute. And they’re shifting. Fast. Not in theory. Not in the metaverse. In steel, in silicon, in megawatts. The world is being redrawn in real time, and the lines are being etched by the placement of data centers. This isn’t speculation. This isn’t metaphor. This is a real-world transformation happening at a scale that’s hard to wrap

Walk into any office in the world—tech startup, bank, law firm, doesn't matter. Find someone at their desk, shoulders curled forward like a question mark, eyeballs deep in emails or Jira tickets. Now, put your thumb right between their shoulder blade and spine, just a little up and in. What happens? They drop their shoulder. They let out an involuntary “ooohhh.”  Then—without fail—they turn to you and say: “Do it again.” That, my friend, is the spot . You know it. I know it.

You can tell Apple isn’t being run by Steve Jobs anymore. This week, Bloomberg confirmed something that would’ve been unthinkable a...

There was a time when learning to code felt like unlocking a secret language. The screen glowed, the cursor blinked, and every keystroke...

Every time humanity gets a new piece of tech, the first thing we do is check the gear. We measure it, compare it, critique it.What’s the...

The internet has a new toy. OpenAI’s latest video model, Sora 2 , is barely out in the wild, and already meme-lords are doing what they...