Publisher & columnist · Cross-cutting op-eds and 'veteran take' sidebars

Hank Reed

The pen name of the publisher of BizTechDaily: a software founder with multiple exits. Writes about technology, markets, and what gets lost in the rush.

Hank Reed is the pen name of the person who runs BizTechDaily, a software founder with multiple exits and decades of building and selling software. He writes the site's columns under that name. Curious about how things work, skeptical of the pitch, and sympathetic to the people doing the actual work.

Articles by Hank Reed

Three Headlines in One Week That Tell You the AI Build-Out Just Hit a Cycle Marker
Markets & Money

Three Headlines in One Week That Tell You the AI Build-Out Just Hit a Cycle Marker

Nvidia beat earnings handily. Meta laid off 8,000. Samsung went on strike. Three headlines, one story: the AI cycle is rewiring real labor and real supply chains, fast.
A 25% Government Revenue Cut on Nvidia Chip Sales Is Something New
Markets & Money

A 25% Government Revenue Cut on Nvidia Chip Sales Is Something New

The 25% Treasury take on Nvidia H200 China sales is the kind of commercial-industrial blending the US used to criticize other countries for. The structure has drawn less scrutiny than the headline number.
The AI Labs Are Quietly Turning Into Consulting Firms
Big Tech

The AI Labs Are Quietly Turning Into Consulting Firms

Anthropic just formed a $1.5B JV with Goldman, Blackstone, and Hellman & Friedman to embed engineers in mid-sized companies. This is the McKinsey playbook with model weights.
The AI Power Build-Out Is the Largest Energy Project in American History
Markets & Money

The AI Power Build-Out Is the Largest Energy Project in American History

Five companies are spending $400B on AI infrastructure this year, half of it on the electricity to run it. Almost nobody is covering it as the energy story it has become.
OpenAI at $852 Billion: A Valuation, a Vibe, and a Math Problem
Markets & Money

OpenAI at $852 Billion: A Valuation, a Vibe, and a Math Problem

OpenAI just raised $122B at $852B post. We have seen private valuations like this before. Some of them were right; most were not. How to think about which kind this is.
Welcome to BizTechDaily, and a Couple of Warnings
Big Tech

Welcome to BizTechDaily, and a Couple of Warnings

What this site is, what it covers, and the kind of reader we're trying to earn time from.