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.

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.

• Artificial intelligence
• Economic indicators and market dynamics
• Geopolitical impact
• Technology trends

I've spent 30+ years in enterprise technology, data management, and strategic analysis. I'm also a serial entrepreneur — my experience spans from building startups to advising Fortune 500 companies on data strategy, including founding the Dallas Business Incubator in 1987.

This practical background informs my analysis — I understand how technology actually works, how businesses make decisions, and how policy affects real-world outcomes.