Spotify, Netflix, and Aggregation

The original definition of Aggregation Theory emphasized the importance of commoditized supply; that makes Spotify more of an Aggregator than Netflix

An Interview With Brex Co-Founder and Co-CEO Pedro Franceschi

An interview with Brex co-founder and co-CEO Pedro Franceschi about what makes Brex unique, why it is pushing into software, and what drove its decision to cut off a big portion of its customer base.

Data and Definitions

Explaining exactly why Apple’s approach to ATT is anti-competitive

An Interview with Okta CEO Todd McKinnon About Security in Supply Chains

Good morning, I have long been very focused on identity; it’s one of the reasons I was a very early Facebook bull in the consumer space, but the concept is equally if not more important in the enterprise space. Owning identity was one of the keys to Microsoft’s dominance, but the shift to cloud apps,Reading […]

Zero-COVID and Free Speech

Zero-COVID is possible, but few of us in the West are willing to pay the costs; the exact same reasoning applies to free speech; in both cases China-lite is the worst possible strategy.