What does the AI bubble mean? It means software has no intrinsic value. Since software is worthless, creating good software is a waste of effort.

This is a conclusion of reached from observing the software industry for a half-century

See the 10 Open Source Opportunities entry in CIO Minute.

The OS and Virtualization territory is already staked out. Not sure this will be a real opportunity space.

Enterprise applications (CRM, ERP, BI) are scary. Scary because these are purchased by CIO's. CIO's are herd animals and -- of course -- an …