We recently discussed how Moore’s Law is coming to an end which threatens global productivity. Nearly everything around us today that’s considered “high-tech” is here because the power of computing has doubled ever two years and plummeted in price – until now. What’s Moore’s Law? If you haven’t heard of Moore’s Law, it refers to […]
The idea of backing up your data is as old as computing itself. Remember autosave? That was what you hoped would happen while typing away in Corel WordPerfect just in case you encountered the blue screen of death (BSOD). Back in the late 90s at the peak of dot-com mania, hard drive space was still […]
They say that the most compelling investment themes for your average Joe retail investor are the ones where society encounters some calamity and only a small set of astute investors are smart enough to see it coming and profit from it. For example, you often see apocalyptic prophecies on gold investment websites that play on […]
A startup is the epitome of an innovation engine. Everyone wears many hats, and the only thing constant is change. The bigger a startup gets, the more difficult it becomes to innovate. That’s because as companies grow, processes get put in place to structure things. Soon, a human resources department gets formed, and employees don’t […]
Developing good software is tough. That’s because finding rock-star developers is extremely tough. These are the people who spend their free time coding because they love it so much. They’re good and they know it, they don’t suffer fools easily, and any tools they use better be built to meet their extremely high standards. In […]
Using blockchain technology to create efficiencies in large industries could reap billion-dollar rewards for driven founders. For example, we recently met with a startup called Othera that is using blockchain to transform the residential mortgage industry. They’ve partnered with a co-op that represents over 150 mortgage originators that generate in excess of $230 billion in mortgages per year. The founders are experienced […]
Social media now makes it easy for anyone to make armchair observations about how hiring in STEM ought to take place. “There needs to be more people from group X, Y, or Z represented in the population of tech workers,” you’ll hear them say. Then, they’ll point to some machine learning startup that’s selling a snake oil […]
Having held Google (GOOG) shares since shortly after their IPO, we’ve always taken a “set it and forget it” approach to our investment in the company which acts as a gatekeeper to the world’s information. Lately though, we can’t help but notice Google is letting a minuscule number of employees dictate who they ought to be doing business […]
In an earlier article we talked about 10 companies working on quantum computing and promised our lovely readers a follow up article on companies working on “quantum cryptography” and/or “quantum encryption”. As we sat down to write that article, we realized that we had no idea what quantum cryptography actually was. In fact, we don’t […]
As a boutique media company, we like to follow in the footsteps of others who have already figured things out. One of those companies is Skift, a media firm that covers one of our favorite topics outside of technology investing, travel. Slogans like “doing less with more is the new doing more with less,” or “going slow […]
Computing insights that aren’t written in nerd