No law is more powerful or important in Silicon Valley than Moore’s Law — the simple idea that transistor density is continually increasing which means computing power goes up just as costs and energy consumption go down. It’s a clever idea we rightly attribute to Gordon Moore. The power lies in the Law’s predictability. There’s no other trillion dollar business where you can look down the road and have a pretty clear idea what you’ll get. Moore’s Law lets us take chances on the future and generally get away with them. But what happens when you break Moore’s Law? That’s what I have been thinking about lately. That’s when destinies change.
There may have been many […]
Last weekend a 
We’re in the middle of a huge platform shift in computing and most of us don’t even know it. The transition is from desktop to mobile and is as real as earlier transitions from mainframes to minicomputers to personal computers to networked computers with graphical interfaces. And like those previous transitions, this one doesn’t mean the old platforms are going away, just being diminished somewhat in significance. All of those previous platforms still exists. And desktops, too, will remain in some form when the mobile conversion is complete, though we are probably no more than five years from seeing the peak global population of desktop computers. We’d be there right now if we’d just figured […]