Tiernan Ray has been covering technology and business for over 24 years. He was most recently technology editor for Barron's where he wrote daily market coverage for the Tech Trader blog and wrote the weekly print column of that name. He has also worked for Bloomberg and SmartMoney, and for the prestigious ComputerLetter newsletter covering venture capital investments in tech. In addition to TheStreet.com, his writing about artificial intelligence can be seen on ZDNet.com. His work has been published in the New York Times, Fortune magazine, and CNN Money. He is a graduate of Princeton University and a native of New York City.
The EV maker may have to contend with a shift in the landscape not unlike what Apple faced from Android when the iPhone was still in its early years.
Apple has some self-inflicted wounds, such as pricing the latest iPhones too high. But it's also up against a general malaise in tech hardware.
2019 could be the year Amazon experiments with issuing a tracking stock for its economic interest in its AWS cloud computing unit.
Both Microsoft and Alphabet have prominent roles in the cutting edge of software, machine learning. But Google's control of the most popular framework, TensorFlow, gives it a leg up on Microsoft.
Despite Apple ending its reporting of iPhone unit sales, the thing that really matters is its software pre-eminence.
As the only two freestanding developers of computer chips that can process today's mania for artificial intelligence, Nvidia and AMD are in the catbird seat.
Amazon has leveraged its massive investments to generate huge amounts of cash in new businesses. Whether Netflix and Tesla can do the same remains to be seen.
Between the two, Uber's stock is likely to perform better, but there are reasons to think that neither will be successful investments longer term.
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