The Per-Seat License Isn’t Dying. It’s Being Hollowed Out Before Anyone’s Built What Replaces It.
If you sat through an enterprise software renewal this year, you probably noticed something odd: the vendor no longer has one price. Salesforce now...
The AI Boom’s Real Risk Isn’t a Bubble. It’s a Depreciation Schedule Nobody Wants to Touch.
When a report surfaced in late 2025 suggesting that talks between Nvidia and OpenAI over a fresh compute commitment had stalled, Oracle's share price...
Chips Were Never the Constraint. Electrons Are, and That Changes Who Wins the AI Race.
In November last year, Satya Nadella said something that should have unsettled every boardroom running an AI strategy, not just Microsoft's. Asked why Azure's...
What a $2.9 Billion Hydrogen Write-Off Reveals About the Next Decade of Climate Capex
In the same quarter this year, Air Products and Chemicals made two decisions that looked contradictory and were not. It walked away from its...
The BRICS Currency Initiative: Reshaping Global Finance in an Age of Economic Polarization
In the intricate tapestry of global finance, the U.S. dollar has reigned supreme for nearly eight decades, serving as the primary reserve currency, medium...
TRUMP’S TARIFF TERRORISM – A SELF-DESTRUCTIVE ASSAULT ON ASIA AND AMERICA
Targeting India and China with Economic Threats, Ignoring History and Hypocrisy, While Ignoring the Coming Storm of Inflation and Job Losses
