Apple knows 5G is about infrastructure, NOT mobile phones

With Apple shares down more than 20 percent from their all-time highs of only a few weeks ago, writers are piling-on about what’s wrong in Cupertino. But sometimes writers looking for a story don’t fully understand what they are talking about. And that seems to me to be the case with complaints that Apple is too far behind in adopting 5G networking technology in future iPhones. For all the legitimate stories about how Apple should have done this or that, 5G doesn’t belong on the list. And that’s because 5G isn’t really about mobile phones at all.

Just to get this out of the way, I see Apple […]

Red Hat takes over IBM

So IBM is buying Red Hat (home of the largest Enterprise Linux distribution) for $34 billion and readers want to know what I think of the deal. Well, if I made a list of acquisitions and things to do to save IBM, buying Red Hat would have been very close to the top of that list.  They should have bought Red Hat 10 years ago when the stock market was in the gutter. 

Jumping the gun a bit, I have to say the bigger question is really which company’s culture will ultimately dominate? I’m hoping it’s Red Hat.

The deal is a good fit for many reasons explained below. And […]

Remembering Paul Allen

Microsoft co-founder Paul Allen died yesterday at age 65. His cause of death was Non-Hodgkins Lymphoma, the same disease that nearly killed him back in 1983. Allen, who was every bit as important to the history of the personal computer as Bill Gates, had found an extra 35 years of life back then thanks to a bone marrow transplant. And from the outside looking-in, I’d say he made great use of those 35 extra years.

Of all the early PC guys, Allen was probably the most reclusive. Following his departure from Microsoft in 1983 I met him only four times. But prior to his illness Allen had been a major factor […]

Triggering a Trump meltdown: What was the point of that anonymous Op-Ed piece, anyway?

Thirty-nine years ago this past summer, I was working in a dingy cubicle in a K Street office building in Washington, DC when the man with white belt and shoes walked by. I was working as an investigator for the President’s Commission on the Accident at Three Mile Island and the man with white belt and shoes was a security consultant hired by the Commission to deal with a series of news leaks about our work. As a result, this consultant was overseeing the installation of an expensive video surveillance system, showing it off at that moment to the chief administrator for the Commission.

“Who do we think will try to […]

Kai-Fu Lee’s new book says Artificial Intelligence will be Google vs China and will kill half the world’s jobs

Kai-Fu Lee was born in Taiwan but grew up in Tennessee, which is nothing — nothing — like Taiwan or China. His PhD is from Carnegie-Mellon and for the first half of his career Lee was “that voice recognition guy” first at Apple, then Microsoft, then Google. Lee took Google to China the first time (a new Google China effort is starting just now). Today Lee is an Artificial Intelligence expert who runs a $1 billion venture fund with offices in Taipei and Beijing and, according to Anina (the pretty girl in the picture with me who has lived in Beijing for most of the last decade) he’s “an absolute technology rock star […]