Platforms in an Aggregator World

Facebook Shops are good for Shopify merchants, but bad for Shopify; the answer is to push more into the real world.

Chips and Geopolitics

TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.

Dithering and Open Versus Free

Announcing the new Dithering podcast, and why it is important to fight for the open ecosystem that Spotify is trying to aggregate.

The Anti-Amazon Alliance

Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.

How Tech Can Build

Marc Andreessen has written (another) seminal essay: It’s Time to Build. What does that mean for tech and venture capital?

The NBA and Microsoft

The NBA and Microsoft are announcing a new partnership. The news, some brief analysis, and an interview.

Coronavirus Clarity

The coronavirus crisis is making clear just how powerful tech companies are; hopefully this leads to a much more productive conversation about how that power should be utilized or regulated.

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.

Unmasking Twitter

Twitter has a new policy to listen to experts about what content to limit; what happens, though, when experts are wrong?

Compaq and Coronavirus

Compaq’s descent from a company of action to a brand is a frightening parable for the the West’s focus on talk over action.