About The Cerf Report

I'm David Cerf, and I publish independent analysis of technology, economics, AI, and geopolitics. I publish new analysis each week, with additional updates when major events demand closer attention.

My goal is simple: cut through the noise and deliver the signal. In a world drowning in content, I focus on what actually matters—the patterns, the context, and the second-order effects that others miss.

What You'll Find Here

Each week, I publish analysis that connects the dots between technology policy, economic trends, and geopolitical developments. I look beyond the headlines to understand how these forces interact and what they mean for the future.

Topics I cover include artificial intelligence policy, economic indicators and market dynamics, technology regulation, geopolitical developments, and enterprise technology trends.

My Background

I've spent 30+ years in enterprise technology, data management, and strategic analysis. Currently, I serve as Chief Data Evangelist at GRAU DATA, where I focus on metadata-driven data management and AI-ready data infrastructure. I'm also a serial entrepreneur who founded the Dallas Business Incubator in 1987.

My experience spans from building startups to advising Fortune 500 companies on data strategy. This practical background informs my analysis—I understand how technology actually works, how businesses make decisions, and how policy affects real-world outcomes.

How to Follow

Newsletter: Subscribe on Substack for weekly analysis delivered to your inbox.

Podcast: Listen on Spotify or Apple Podcasts.

Social: Follow on X/Twitter or Bluesky for real-time updates and commentary.