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December 2, 2024

Monday's Musings: Seven Big Themes In Tech For The Next Presidency

By R "Ray" Wang

Expect Regulations For National Security, But Overall Lighter Regulatory Framework

For the most part, tech has done well regardless of presidential administrations due to the light regulation of the overall industry. This has allowed large digital giants to emerge and dominate global markets across a multitude of industries.  Amidst a national security backdrop and increasing capital required in the tech arms race, government has been hesitant to over regulate. 

Blog
May 5, 2024

Monday's Musing: When The Hunters Become The Hunted

By R "Ray" Wang

Expect Software Giant Hunters To Soon Be The Hunted In A Digital Giant's Quest For Growth

Six of the Magnificent Seven (Microsoft, Apple, Nvidia, Alphabet [Google], Amazon, Meta [Facebook]) stocks have entered the four comma club -over $1 trillion in market cap.  With a combined market cap of over $13.2 trillion, these six players continue to defy physics with continuous quarters of double digit organic growth.  Digital giants by definition have deployed five key strategies:

Blog
March 17, 2024

Monday's Musings: Will AI Force Centralized Scarcity Or Create Freedom With Decentralized Abundance?

By R "Ray" Wang

Age of AI Ushers Exponential And Transformational Power In The Hands Of A Few

Society has often swung from centralization to decentralization and back in the distribution of power and rights.  Living in a culture of abundance versus a culture of scarcity can alter the prioritization of decisions, the quality of interactions, and the overall optimism or pessimism of a society.  AI has the power to transform societies for both good and evil.

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