The Permission Slip

A while back I asked in this space what would happen if Dario Amodei was wrong. I want to come back to that, because I think the question matters more now than it did then, and for a reason that has nothing to do with whether I like Dario or his company. I do, for the record. That’s not the point.

The point is a document. In Machines of Loving Grace, Amodei made the case that scaling compute would eventually solve essentially every hard problem in artificial intelligence. Buried in that optimism — or maybe not buried, maybe right out in the open — was a quiet absolution. Hallucinations, the embarrassing tendency of these systems to state […]

By |May 28th, 2026|2026|5 Comments
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AI and Moore’s Law: It’s the Chips, Stupid

Sorry I’ve been away: time flies when you are not having fun. But now I’m back.

Moore’s Law, which began with a random observation by the late Intel co-founder Gordon Moore that transistor densities on silicon substrates were doubling every 18 months, has over the intervening 60+ years been both borne-out yet also changed from a lithography technical feature to an economic law. It’s getting harder to etch ever-thinner lines, so we’ve taken as a culture to emphasizing the cost part of Moore’s Law (chips drop in price by 50 percent on an area basis (dollars per acre of silicon) every 18 months). We can accomplish this economic effect through […]

By |June 15th, 2023|2023, Artificial Intelligence, cloud computing, competition, Government, Industry, semiconductors, Uncategorized|84 Comments
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What about the layoffs at Meta and Twitter? Elon is crazy! WTF???

I first arrived in Silicon Valley in 1977 — 45 years ago. I was 24 years old and had accepted a Stanford fellowship paying $2,575 for the academic year. My on-campus apartment rent was $175 per month and a year later I’d buy my first Palo Alto house for $57,000 (sold 21 years later for $990,000). It was an exciting time to be living and working in Silicon Valley. And it still is. We’re right now in a period of economic confusion and reflection when many of the loudest voices have little to no sense of history. Well my old brain is crammed with history and I’m here to tell you that the current situation — despite the news coverage — is no […]

By |November 21st, 2022|2022, Artificial Intelligence, Companies, competition, Cringely's Rules, Economy, Entrepreneurship, history, Startups, strategy, Venture Capital|113 Comments
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Looking back at 2018 predictions, Bob was somehow 70 percent correct

I can’t put this off any longer, so here are the tech predictions I made a year ago for 2018. We have to see how well or poorly I did before we can move on to my predictions for 2019 and beyond. These old predictions have been edited for length, but not to avoid embarrassment.

I try to never avoid embarrassment.

One thing I’ve noticed over the years is that my predictions get longer and longer (this column, alone, is 4329 words — my second longest, ever) as they have drifted from new products to explaining new strategies. This sometimes works against the prediction since it is often easier to […]

By |February 19th, 2019|2019, Predictions|59 Comments
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Prediction #6 — AI comes of age, this time asking the questions, too

Paul Saffo says that communication technologies historically take 30 years or more to find their true purpose. Just look at how the Internet today is different than it was back in 1988. I am beginning to think this idea applies also to new computing technologies like artificial intelligence (AI). We’re reading a lot lately about AI and I think 2018 is the year when AI becomes recognized for its much deeper purpose of asking questions, not just finding answers.

Some older readers may remember the AI bubble of the mid-1980s. Sand Hill Road venture capitalists invested (and lost) about $1 billion in AI startups that were generally touted as […]

By |February 8th, 2018|2018, Big Data, cloud computing, Health, Predictions|42 Comments
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