To The Moon

Big Tech's structural mistakes are costing stock investors and fueling a massive talent crisis. About 40% of China's university degrees are in science, technology, engineering and mathematics - double the U.S.The United States still leads in private AI investment, but it has not matched that commitment with investment in the human capital needed to sustain it.The hardest thing to manage is change. I wrote that line more than a decade ago in an article about the "XPocalypse," Microsoft's end-of-life deadline for Windows XP.My argument then was that the real crisis was not obsolete software. It was the shortage of technically literate professionals capable of guiding organizations through inevitable transitions.The organizations most exposed are not simply those using the wrong software. They are those that outsourced technical judgment along with technical execution. They purchased SaaS as a substitute for internal capability, accumulated organizational debt - and now lack the human ca