Autonomous Vehicles are Data Centers on Wheels
13 years ago, in 2013, I got to beta test one Google’s “Self-Driving Cars.” You might know them today as Waymos.
LCD Strategy
Strategy meets implementation Focused on tech industry
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Latest posts
What AI investors can learn from 1870s steam trains
We're in an infrastructure investment supercycle. We've been here before - just with different technology
Storage Hardware Costs Are Rising Sharply: Strategic Options for IT Vendors and Buyers
What are the right strategic moves when prices are heading "to the moon?"
OpenAI’s Industrial Policy Brief: Ambitious Scope, Limited Actionability
This week, OpenAI released a 2026 policy document called "Industrial Policy for the Intelligence Age." It's vague to the point of being unactionable.
SaaS isn't eating the world anymore: how AI is leading the impending insourcing of SaaS
For more than a decade, enterprise software has moved steadily towards -as-a-service models provided on an ongoing basis by outside vendors.
Ghost GDP: what happens when AI moves us from a labor-based economy to a machine-based economy
A response to “The 2028 Global Intelligence Crisis” from Citrini Research
The AI Arms Race and National Strategy
AI infrastructure is increasingly intertwined with geopolitics, and increasingly becoming a geopolitical strategy lever.
Game Theory: should a large hyperscaler get on the AI Infra investment hype train?
I was exchanging text messages with a friend the other day, and he was wondering: what would the implications of a company not investing in AI infra be?
Comparing AI Infra investment today to the 1990s Telco bubble
In the last post, we looked compared AI Infrastructure investment to several comparable investment supercycles.
AI Infrastructure: what we can learn from prior investment supercycles
Capital is flooding into IT infrastructure at a scale rarely seen outside of wartime mobilizations or nation-building projects.