China, Leverage, and Values

If there is a new tech cold war, it is one with shots fired over a decade ago, largely by China. The questions going forward are about both leverage and values.

Google and Huawei, Android and Huawei, The U.S. Impact

Google is pulling Android support from Huawei, which won’t make a difference in China but will have an impact internationally. Then, why Apple has the most to lose.

Exponent Podcast: A Perfect Meal

On Exponent, the weekly podcast I host with James Allworth, we discuss Microsoft, Slack, Zoom, and the SaaS Opportunity. Listen to it here.

Google Fights Back

At Google I/O, Google was the opposite of defensive: the company set out to make the case that its approach made for better products that makes people’s lives better