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.

Shopify’s Evolution

Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network

Digital Advertising in 2022

The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are major forces.

Gaming the Smiling Curve

The spate of recent acquisitions in the gaming space — Take-Two and Zynga, Microsoft and Activision, and Sony and Bungie — make sense in the context of the Smiling Curve.

The Intel Split

It appears that Intel’s partnership with TSMC is much larger than it first seemed; the implications for Intel as whole are massive.

OpenSea, Web3, and Aggregation Theory

OpenSea is positioned as another Aggregator, which is evidence that Web 3 is a layer on top of the Internet, not a replacement.

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.