Are We in an AI Bubble? Here’s How Directors Can Prepare
A short article by Nick Rockel for the marvelous and very useful National Assoc of Corp Directors featuring two smart people, Tom Petro and Andrea Bonime-Blanc, JD/PhD, plus me ...
Nobel Prizes, The Future of Tech and Murder
Hard to model exactly but statistically a Nobel Prize in Science is as rare as someone winning the World Series then the Indy 500.
History Repeats Itself - just faster and more brutally this time. AI - jobs and disagreeing with Prof Mollick a bit (again). The Big Picture
The Subtext: Defending national competitiveness in this time of tech upheaval is a fool's errand. Boosting/improving national competitiveness wins.
The Key Thing to Focus on in 2026 AI Orchestration Activity
The world is focused on building smarter and smarter AI. But the real question is how AI becomes useful in the real world.
Behind the WSJ GenAI Numbers is History and this Collison
The smarties at WSJ are highlighting just how much the big AI firms are spending to support growth versus their actually quite impressive revenue numbers.
Jobs and AI - We Are Not Prepared. We Are Not preparing
We have been talking about a 4th industrial revolution since Davos 2017. That's an industrial revolution size set of changes inside the next 8 years, maybe sooner.
Quantum Computing Has Hacked You
You won't be informed of it for a couple of years, maybe a bit more, but it is happening now. Because you have not post-Quantum proofed your systems/data at rest.
Private Equity Funds, McDonald's and Adam Smith
I think as we see GenZ's share of the economy grow, we will see forces that not just change what brands are and how they are valued, but actually how stakeholders fit in the economic engine/system.
Liberal Arts, more important now we have GenAI/Agentic
Guns don't win battles. One fun example is the Battle of Puebla (Cinco de Mayo). The French forgot their artillery ammo. That changed the course of history, including America (see my annual post on that).
Your Board and the Pace of Change - plus China AI
A quick update to my little article on China triggered by digging in Singapore surrounded by Chinese EVs... including the DeepSeek news and why that matters to your business.
Space – Not the Final Frontier
Space Tech (ST) is not just about space. It’s an exciting, unique, breakthrough layer for about 30 domains, mostly on earth
Merlions and Next-Gen AI Ecosystems
Singapore has positioned itself as the world’s most proactive nation in preparing for AI disruption, demonstrating an anticipatory rather than reactive approach that sets it apart from other global powers.
Four Things China as I Wander Around SIngapore
Four things China as I wander around Singapore and keep seeing different, smart, Chinese-made EV's...
The Harsh Truth for Consulting with AI
The harsh truth is this tech multiplies the output of a good consultant by 10x over the next three to five years while enabling most firms to have their own AI generated consultant team for 80% of what they have been paying consultants.
Robotics - Bigger, Better, Faster, Sooner and Quite Different than what you think
There are a dozen amazing things happening in robotics, including the below item from NVIDIA and orders of magnitude improvement in evolutionary design acceleration coming out of Northwestern Uni.
Your brain/company has a locked perspective - that is your Achilles heel for your firm's future
Over the past four or five years, I have spoken to maybe 500+ board and C-level execs about the near-horizon tech future. This was anchored in questions about the 4th Industrial Revolution, AI, GenAI/LLLM 'stuff' and Quantum
How Do We Measure The Things That Don't Happen and Why That Matters in an AI World and to the Economy
That is a fundamental problem inside companies and a bigger problem in times of innovation and innovation-driven change, like the 4th Industrial Revolution that is upon us.
Telco Bifurcation - Trainwrecks and Lotto Winners
Great note from pal John Sviokla on a smart move by Deutsche Telekom below and a cool AI phone (it's not really a phone anymore but that's another article).
WSJ Warning on Quantum - Four Important Things to Add
Great article from the smart folks at WSJ. • 5 minute read
Software Development - Nail Guns versus Hammers... Then the Next Wave and the Giant Impact
The promise and perils of GenAI • 4 minute read