Zero-COVID and Free Speech

Zero-COVID is possible, but few of us in the West are willing to pay the costs; the exact same reasoning applies to free speech; in both cases China-lite is the worst possible strategy.

Thin Platforms

The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms

Warner Bros. Discovery

Warner Bros. Discovery is a company that makes a lot of sense, both because of its content and also its strategy, which treats streaming as an additional channel, not a reason-for-being.

Cable’s Last Laugh

Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.

Beyond Aggregation: Amazon as a Service

Amazon’s new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.

Back to the Future of Twitter

Twitter should go private and return to its pre-2012 approach of being a centralized service with third-party clients.

DALL-E, the Metaverse, and Zero Marginal Content

Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.

Why Netflix Should Sell Ads

Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions for streaming have changed, and so should Netflix

The Current Thing

If businesses are subject to Aggregation Theory, then so are ideas: this is the root of the “The Current Thing” meme, and it should drive a re-evaluation of how we think about moderating content on the Internet.

Tech and War

The reaction to the Ukraine invasion has been a demonstration of tech capabilities; those capabilities may be the key to compelling China to pressure Russia.