Rambling Comments — Nothing About The Bakken — August 7, 2023

Locator: 45370BLOG.

Story of the week: wind energy in crisis. First it was Siemens; now a feature story in The WSJ.

Trump: racketeering charges in Georgia?

AI: stock-picker’s market. What most folks don’t seem to realize: their inherent moats. Some tech companies have moats around moats.

AI bubble: nothing in common with the dot.com bubble. Simple question: how many F-150s get sold if there’s a shortage of chips?/ How many F-150s get sold if bringmefood.com fails? Quick: name the three AI companies that went public last year and are now worth (market cap) more than SNOW. This is not rocket science.

Chips, semiconductor: link here.

• Home page for tech: link here.
• The cloud: link here.  
• Streaming: link here. Streaming wars.
• Spatial computing: link here.

Re-posting: I never did get back to this. Maybe later today.

Locator: 45275TECH.

Link here.

I'll post later why this is an important stat.