Unity, Weta, and Faceless Platforms

Unity’s acquisition of Weta digital makes sense for both sides, and positions Unity to be an essential platform for tech’s future.

Microsoft and the Metaverse

Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity

Meta

Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.

Sequoia Productive Capital

Sequoia’s transformation of its venture capital model is actually a shift from financial capital to productive capital

The Death and Birth of Technological Revolutions

Carlota Perez documents technological revolutions, and thinks we’re in the middle of the current one; what, though, if we are nearing its maturation? Is crypto next?

Facebook Political Problems

Facebook’s political problems stem directly from its size and drive for growth; they are societal issues, not antitrust ones.

Cloudflare’s Disruption

Cloudflare’s new storage offering is potentially disruptive both economically and strategically.

The Apple v. Epic Decision

Understanding Apple’s victory in Apple v. Epic, and the limitations of the injunction on anti-steering provisions.

Tech Epochs and the App Store Trap

Centralized control is useful at the beginning of an economy, but limits innovation in the long run. That is as true for China as it is for the App Store.