An interview with Okta CEO Todd McKinnon about Okta’s moat, holding a virtual developer conference, and the Okta platform.
2020
Slack Issues Debt, Airbnb Issues Debt
Both Slack and Airbnb are issuing debt, but in far different circumstances, and with far different terms.
Apple, Amazon, and Common Enemies
It is tempting — and useful — to look at Apple and Amazon’s deal in a bilateral context. It probably makes more sense, though, in the context of Netflix and the future of video.
Apple and Amazon Make a Deal, Three Angles, Apple vs. Amazon
Apple and Amazon make a deal; I suspect it has been in the works for a long time, including Apple Music being on Alexa.
Exponent Podcast: Good is Better than Perfect
On Exponent, the weekly podcast I host with James Allworth, we discuss Unmasking Twitter. Listen to it here.
An Interview with Zeynep Tufekci About Masks, Media, and Information Ecology
Zoom made the exact sort of post they needed to; then, an interview with Zeynep Tufekci about masks, media, and information ecology, and what it means if the techlash is over.
Zoom Follow-Up, Twitter Unmasking Follow-up, TSMC and Huawei
More on Zoom and its critical moment, then follow-up on Unmasking Twitter, and a major story about TSMC and Huawei.
Unmasking Twitter
Twitter has a new policy to listen to experts about what content to limit; what happens, though, when experts are wrong?
Zoom and Facebook, Zoom Mistakes, Zoom Fixes
Zoom was sharing data with Facebook, probably on accident, but it is the company’s second major privacy and security-related screw-up. It’s a real concern as far as the company’s upside — and so is its connection to China.
iPhone Delay?; An Interview with Tim Culpan about SARS, Taiwan’s Response Then and Now, and Apple’s Supply Chain
The iPhone could be delayed, but not necessarily because of China. Then, an interview with Tim Culpan about SARS, Taiwan’s response then and now, and Apple’s Supply Chain