Facing the Future
Analyzing my Substack numbers over the last year, a consistent pattern emerges. You love me most when I predict the collapse of the AI Bubble. Over my career I’ve seen several bubbles. This one was easier to spot than most. It’s clear that the numbers sent out by the AI Gods don’t work. The back [ ] The post Imminent Disaster for AI appeared first on Dana Blankenhorn .
Every day it’s one thing or another. Whether it’s Mark Zuckerberg’s yacht ignoring calls for assistance, or Sergey Brin spending $100 million to kill a wealth tax, each morning brings a new example of some oligarch pretending laws and norms don’t, and shouldn’t, apply to them. It’s a culture of impunity that is the biggest [ ] The post The Oligarchs of Impunity appeared first on Dana Blankenhorn .
This is not a political story. It’s a business story and a technology story. But the science behind it still holds. Nvidia and the AI Gods are trying to repeal the law of technology gravity, which I’ve written about for over 40 years as Moore’s Law. It holds that, over time, computing always gets cheaper. [ ] The post Nvidia Can’t Repeal Moore’s Law appeared first on Dana Blankenhorn .
I was e-biking home from the chiropractor the other day when I decided to take a bike path. It nearly got me killed. The path runs around a new park, next to a two-lane road cars frequently drive at 50 mph. I usually use that road with no problem. Cars see me and there are [ ] The post E-Bikes Are Not Bicycles appeared first on Dana Blankenhorn .
Just a short one today. I haven’t seen anyone mention the biggest long-term impact of Trump’s idiotic war with Iran. That is the setting of the Sunni Sun. The Sunni Arabs, Saudi Arabia and the Gulf kingdoms, are seeing their power and wealth systematically destroyed in this conflict. The power of Shia Islam, centered in [ ] The post Sunni Set appeared first on Dana Blankenhorn .
“Poor man wanna be rich. Rich Man wanna be King. And a King ain’t satisfied ‘til he rules everything.” – Badlands No one since 1789 has succeeded both in making war against the world and their own citizens. Yet that’s what the current Administration is doing, and a lot of Substackers believe they’ll succeed. It [ ] The post The Impossible appeared first on Dana Blankenhorn .
I saw the horrors of e-motos coming over a year ago. On the first day of my trip to the Netherlands, where I would eventually ride a Swapfiets Class 1 e-bike over 800 miles in 45 days (a new personal record for stupidity), I saw a dozen kids in the Utrecht suburb of Maarssen who [ ] The post The Curse of E-Motos appeared first on Dana Blankenhorn .
The former Cloud Czars, now the AI Gods, got through the latest earnings season unscathed. (Illustrations from Google Gemini.) Amazon, Microsoft, and Google all reported numbers Wall Street found acceptable. They all claimed that they’re re-selling the capacity they’re building for AI applications, at a profit, and thus they can continue to build new capacity [ ] The post No Gotterdamerung?…
It’s the big trend in E-Transport. Electric scooters, capable of e-bike speeds, are racing around local bike paths, roads, and sidewalks. (Image from Gemini.) If 2023 was the year of the e-bike, 2024 the year of the cargo bike, and 2025 the year of the e-moto, this is the year of the e-scooter. Today’s scooters [ ] The post E-Scooter Summer appeared first on Dana Blankenhorn .
Gianni Infantino’s attempt to Americanize the beautiful game failed. But the war is not over. The scam that began right after the World Cup is part of the existential conflict between capitalism and communism. Unfortunately, Americans are the Communists. You can see the result clearly, now that the world has gone home and the beautiful [ ] The post Save Football from American Communism appeared…
For most of the 2010s I was a finance writer, frequently commenting on the performance of The Walt Disney Co. $DIS. Recently I decided to revisit the stock. It’s a horror show. If you put $100 into the shares in 2021, you now have $55. With capital gains having disappeared, Disney became a dividend stock [ ] The post WTF, Disney? appeared first on Dana Blankenhorn .