Twitter is changing CEOs once again; what if the company changed its business model from ads to subscriptions?
Unity’s acquisition of Weta digital makes sense for both sides, and positions Unity to be an essential platform for tech’s future.
Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.
Sequoia’s transformation of its venture capital model is actually a shift from financial capital to productive capital
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’s political problems stem directly from its size and drive for growth; they are societal issues, not antitrust ones.
Cloudflare’s new storage offering is potentially disruptive both economically and strategically.
Understanding Apple’s victory in Apple v. Epic, and the limitations of the injunction on anti-steering provisions.
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.