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|67 Comments
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Tesla won the self-driving car war, they just aren’t telling us

There was a time when I could figure something out, just plain figure it out of raw data, then blurt my conclusions out to the world through this rag just to see what would happen. And what would inevitably happen was a thousand experts would pipe up just to tell me to pipe down, saying that I was too frigging stupid to read, much less write. Except occasionally I got it right (pure luck) so, damn it, they had to keep reading my work. Well I’m back to try again and here it comes: When the history of autonomous cars is written, the winner will be Tesla. Heck, I think they’ve already won.

Autonomous […]

By |September 17th, 2020|2020, Artificial Intelligence, Companies, mobile technology, self-driving cars, transportation|175 Comments
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2019 Predictions #2 and #3 — A Virtual Private Cloud (VPC) shakeout and legal trouble for AWS

Prediction #2 — And then there were only 3.5 VPC Cloud players.  Cloud computing will continue to grow in 2019 with the key term being not Public Cloud, Private Cloud or Hybrid Cloud — which are all so 2018 — but Virtual Private Cloud (VPC). Virtual Private Cloud is an Amazon Web Services (AWS) invention but all the AWS competitors seem to be embracing the idea.

What has developed is that the VPC solution based on Open Source using Linux will change the Internet-as-a-Service (IaaS) Cloudscape to VPC-only during 2019.   

Gartner has certainly embraced it. Here’s a 2018 Magic Quadrant chart showing how Gartner sees the segment shaping-up. The first […]

By |March 7th, 2019|2019, cloud computing, Predictions|82 Comments
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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 […]

By |August 31st, 2018|2018, Artificial Intelligence, cloud computing, Economy, Intellectual Property|86 Comments
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Prediction #7 — 2018 will see the first Alexa virus

There’s a new Marvel superhero series on Fox called The Gifted that this week inspired my son Fallon, age 11, to predict the first Alexa virus, coming soon to an Amazon Echo, Echo Dot or Echo Show cloud device near you. Or maybe it will be a Google Home virus. Fallon’s point is that such a contagion is coming and there probably isn’t much any of us — including both Amazon and Google — can do to stop it.

The Gifted has characters from Marvel’s X-Men universe. They are the usual mutants but the novel twist in this series is that some of these […]

By |February 19th, 2018|2018, cloud computing, Privacy and Security, Uncategorized|37 Comments
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