Saturday, August 31, 2024

For years, tech firms were fighting a war for talent. Now they are waging war on talent.

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In the years immediately following the dot-com meltdown, there was more tech labor than there were tech jobs. That didn’t last long. By 20...
Wednesday, July 31, 2024

US automakers are struggling with electrification. They won’t have that luxury bringing autonomy to market.

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Four years ago today, I blogged about the difficulty automakers faced in transitioning to electric vehicles , specifically that there were c...
Sunday, June 30, 2024

The yield curve is inverted. Tech's problem is asset price inflation.

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The business of custom software development is, at its core, an asset business. Software development is the business of converting cash to ...
Friday, May 31, 2024

I can explain it to you, but I can't comprehend it for you

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I’ve given my share of presentations over the years. I am under no illusions that I am anything more than a marginal presenter. My present...
Tuesday, April 30, 2024

The era of ultra low interest rates is over. Tech has painful adjustments to make.

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Interest rates have been climbing for two years now. The Wall Street Journal ran an article yesterday with the headline the days of ultra l...
Sunday, March 31, 2024

Don’t queue for the ski jump if you don’t know how to ski

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I’ve mentioned before that one of my hobbies is lapidary work. I hunt for stone, cut it, shape it, sand it, polish it, and turn it into art...
Thursday, February 29, 2024

Patterns of Poor Governance

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As I mentioned last month, many years ago I was toying around with a governance maturity model. Hold your groans, please. Turns out there ...