Is Facebook a Sin Stock?
Those who want to strictly regulate Facebook or indeed Google or Amazon are baying at the moon. Take the example of Facebook. Yesterday we had the spectacle of Zuckerberg donning sackcloth and ashes before Congress. But this Facebook scandal will be a nine day...
Shenzhen: the next Silicon Valley
In 1986, Toshiba manufactured the first laptop computer in a bid to satisfy Japanese consumers’ needs for space and convenience. It was largely the work of an engineer, Tetsuya Mizoguchi, working on his own steam at the company’s Ome factory, 25 miles outside Tokyo....
How to solve the Meltdown/Spectre problem
Faster, Faster Tech is Running Wild Three Ways to Build a New Architecture Last summer, a group of Google researchers sent Intel a message warning them of an industry-shaking flaw in their chips. This flaw, which allowed access to 'partitioned' kernel memory, allowed...
What to Watch for in 2018 (East Asian Robots, a Memory Shortage and Lithium Battery Crash)
The biggest stories of 2018 Five companies that will surface on your radar this year We need to brace ourselves for even more extreme, non-linear events in 2018 than we saw in 2017, which left markets melting up, with further shrinking in price discovery, and a...
How Long Before the Internet is Throttled?
Invest in "Bottleneck Engineering" Companies highlighted: American Tower, China Tower, Finisar, Luminum, Oclaro, Intel Remember the dial-up internet and the finger tapping timpani it yielded? Well, maybe a new era of the 'world wide wait' looms. Global internet...
The future according to Larry Page
Why Google could be the first trillion dollar company Humans: our place in the IoT A few unusual facts about Larry Page… He believes in the Singularity – and is planning to stay alive long enough for a radical reinvention of human intelligence and anatomy. He believes...
What is eating Elon Musk?
The Unified Field Theory of Elon Musk A Word on the WannaCry attack Here’s the agenda… 1. Colonise Mars.2. Decarbonise planet earth with solar powered electric vehicles and an ‘enernet’ of storage batteries,3. See off the prospect of algorithmic apocalypse. Welcome to...
My Four Criteria for Companies to Buy Now
Apple 2020: deeply undervalued Beware the "President of the Internet" Ace fund manager Terry Smith, now settled in balm of the Maldives, famously said that there are only 75 companies in the world worth owning. There are probably fewer companies today. When we...
Citizen Scores and the Project to Collect Our Vital Information
China's Vast Database of Personal Information The Project to Reinvent Medicine, Transport, Finance, Banking....and Everything Else It's the single most intriguing and future-filled AI company on my radar. Not least because it is at the epicentre of China's determined...