Privacy Labels and Lookalike Audiences

Apple’s position on privacy seems unimpeachable, but it ignores trade-offs, and risks a bad outcome for the Internet as a whole.

Stripe: Platform of Platforms

Stripe’s announcement of Treasury — banking-as-a-service — manifests the breadth of the company’s ambition.

Five Lessons From Dave Chappelle

Dave Chappelle has a new special about his old show that includes fundamental lessons about how the Internet has changed the content business.

The Idea Adoption Curve

Mapping the technology adoption curve to ideas gives insights as to which business models work on which parts of the addressable market.

Playing on Hard Mode

Airbnb and DoorDash both created new markets where ones did not previously exist; they are startups played on “hard” mode.

Apple’s Shifting Differentiation

Apple is about the integration of hardware and software, but the balance between the two has shifted over time.

Is the Internet Different?

A response to a critique of Aggregation Theory, and a defense of debate on an Internet devoid of gatekeepers.

United States v. Google

The Justice Department’s lawsuit against Google is appropriately narrow, and if it fails it gives a template for Congressional action.