With AI Boom, Dell’s Datacenter Biz Is Finally Bigger Than Its PC Biz - “Thanks to the GenAI boom, Dell’s Infrastructure Solutions Group, which sells servers, storage, switching, and services into the datacenter, is finally – and very likely permanently – larger than its PC business for the first time in its history. (We are not counting the time a decade and a half ago when Dell ate Perot Systems and was also eating software companies to try to create a clone of IBM, much as HPE did at the same time.)” // Weird parenthetical?
Thirty Years On, the Californian Ideology is Alive and Well - The cycle of tech loosing its democratic morals in favor of tech innovation, and, of course, making money.
China Has a Different Vision for AI. It Might Be Smarter. - AI applications outside of the consumer sector: “In February, the city announced the release of an agricultural AI model, using technology from the Chinese startup DeepSeek, which gives local farmers guidance on crop selection, planting and pest control, according to a local government report. The city’s meteorological service is using DeepSeek to improve the accuracy of weather reports. DeepSeek is also helping local police analyze case reports and decide how to respond to emergencies."
VCF And Private AI Take Center Stage At VMware Explore 2025 - “We believe that while the company has quietly designed and delivered the leading private cloud platform, it should be more vocal and direct in the market. While competitors claim to be the more affordable option, these claims are often based on upfront discounts that don’t fully account for cost over the long term. And while these competitors talk about vendor lock-in, they are in reality simply suggesting that customers move from one proprietary cloud stack to another."
Is Your IT Organization A Ponzi Scheme? - “The only way out is to stop borrowing against the future and start paying down the past. Escaping requires sustained platform investment — enough to reach equilibrium where debt stops growing. This means: Refactoring to improve code structure and reduce the cost of future changes. Refreshing technologies before they become emergencies. Rationalizing redundant systems to reduce complexity and risk."
Five Vide Coding Lessons for the Enterprise - ‘In an enterprise, the “context window” isn’t just a technical term; it’s the accumulated technical debt, undocumented tribal knowledge, and complex dependencies that hold your systems together. A new developer or a new AI tool can’t simply be dropped in and expected to understand this history. The leader’s job is to provide that context, not expect the tool to figure it out.'
Seeing like a software company - When management meddling slows down the business because they need/want to measure and make decide. Also, good sub-plot on “the meeting for the meeting,” prep meetings and using the “back-channel” to get things done.
Blade Runner makes its live-action return next year - 2026 in Amazon.
Meta Says Threads Has Over 400 Million Monthly Active Users - “What is even more amazing about this statistic is how non-essential Threads seems to be."