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Articles

  • The Great Bifurcation

    Tracing the evolution of tech’s three eras, and why the fourth era — the Metaverse — is defined by its bifurcation with the physical world.

  • The Amazon Empire Strikes Back

    Amazon’s logistics investment makes the company increasingly attractive to 3rd party merchants.

  • Twitter Has a New CEO; What About a New Business Model?

    Twitter is changing CEOs once again; what if the company changed its business model from ads to subscriptions?

  • 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.