Dana Blankenhorn: Facing the Future
Dana F. BlankenhornTechnology and Investments for the Next Generation
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 535 | Subscribers | Read | danafblankenhorn.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Calling It
I’m glad no one reads this blog because it means that what follows isn’t going to jinx it.
Knives Out at Intel
When a manager loses the trust of Wall Street, you can feel it. It hangs over the stock like a depression.
Google and Stage Two of the AI Boom
The rise of Nvidia (NVDA) represented the first stage of the AI boom. Clouds bought chips with both hands to deliver AI tools to their customers. It’s still happening. Nvidia is now the world’s most valuable company.
The Secret Sauce of Palantir
From the standpoint of fundamentals, buying Palantir Technologies (PLTR) makes no sense.
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Authors
The writers behind this newsletter.
Journalist since 1978. A lifetime covering Moore's Law
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