Portability and Interoperability

Data portability is friendly to consumers, but it has very little to do with encouraging competition, at least relative to interoperability.

Integration and Monopoly

Apple has won through integration, but integration combined with network effects and economies of scale can result in bad outcomes that look a lot like monopolies.

The Google Squeeze

Google, the real Aggregator, is squeezing OTAs, which acted like Aggregators while depending on Google for demand. It’s easy to say Google is being unfair, but this may be better for consumers.

Tech and Liberty

The First Amendment is not about a law, but rather a culture — specifically a culture of liberty. It is essential to tech, and in this context, Facebook is mostly right about political ads (but can still do better).

The Internet and the Third Estate

Mark Zuckerberg suggested that social media is a “Fifth Estate”; in fact, social media is a means by which the Third Estate — commoners — can seize political power. Here history matters.

Google and Ambient Computing

Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed, but faces challenges both in the marketplace and in the mirror.

The China Cultural Clash

The NBA controversy in China highlights a culture clash that both tech companies and the U.S. government need to take to heart. Plus, why Tiktok being Chinese is increasingly a problem.

Beachheads and Obstacles

Facebook and Amazon had events on the same day for Oculus and Alexa. Both are driven by lessons from the mobile era, but Amazon seems to have learned more than Facebook.

Neither, and New: Lessons from Uber and Vision Fund

Uber represents something new: a company that is different than incumbents because of technology, yet not itself a tech company — just like the Venture Fund is not a VC.