2015
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In Defense of The New York Times
Amazon and The New York Times had a fascinating exchange this week, on Medium of all places. What that exchange represents — the search for truth, now open to anyone — is far more important than the particular article in question.
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Dropbox Paper, Dropbox’s Missed Opportunities, Google Apps Stagnation
Dropbox just announced a major new product, Paper. However, I think it is far too little far too later. Meanwhile, Google is using pricing gimmicks for Apps, which speaks to how little the core product has evolved.
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Exponent Podcast: AWS and Venture Capital
On Exponent, the weekly podcast I host with James Allworth, we discuss Venture Capital and the Internet’s Impact. Listen to it here.
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Venture Capital Follow-up, Square Files for IPO, Concerns About Theranos
A follow-up and some much needed specificity to yesterday’s Venture Capital article, then why Square’s IPO may be a better opportunity than it first appears. Plus, there’s concerning news about Theranos, a company with significant potential.
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Venture Capital and the Internet’s Impact
Venture Capital has been transformed by a surprising source: Amazon. Ultimately, no industry is safe from the impact of the Internet.
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AWS Re:invent, Pure Storage IPOs, Dell to Buy EMC; Enterprise Disruption; Dell’s Logic
Three news events from last week — Amazon’s AWS conference, the Pure Storage IPO, and Dell’s plan to buy EMC — make for a text case of disruption in all its forms.
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Microsoft’s Hardware Event, Satya Nadella Versus Windows, The Surface Strategy
Microsoft’s hardware event was very compelling on multiple levels: what it said about Windows, what it said about Microsoft, and what it said about Satya Nadella.
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The Web-App Tradeoff, Google’s Accelerated Mobile Pages Project, A Win for the Web
Some follow-up on Twitter, and then a deep dive on Google’s Accelerated Mobile Pages project. Why is it necessary, what does it do, and is it to be applauded or feared?