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Latest Podcast

Articles

  • The Anti-Amazon Alliance

    Google Shopping is changing its model, suggesting Google is joining the Anti-Amazon Alliance; 3rd-party merchants should do the same.

  • How Tech Can Build

    Marc Andreessen has written (another) seminal essay: It’s Time to Build. What does that mean for tech and venture capital?

  • The NBA and Microsoft

    The NBA and Microsoft are announcing a new partnership. The news, some brief analysis, and an interview.

  • Coronavirus Clarity

    The coronavirus crisis is making clear just how powerful tech companies are; hopefully this leads to a much more productive conversation about how that power should be utilized or regulated.

  • Apple, Amazon, and Common Enemies

    It is tempting — and useful — to look at Apple and Amazon’s deal in a bilateral context. It probably makes more sense, though, in the context of Netflix and the future of video.

  • Unmasking Twitter

    Twitter has a new policy to listen to experts about what content to limit; what happens, though, when experts are wrong?

  • Compaq and Coronavirus

    Compaq’s descent from a company of action to a brand is a frightening parable for the the West’s focus on talk over action.

  • Defining Information

    In a follow-up to Zero Trust Information, exploring the four types of information and how their value changes with time.

  • Zero Trust Information

    Zero Trust Networking is security with Internet assumptions; there is tremendous value if we apply the same approach to information.

  • Email Addresses and Razor Blades

    The fate of Harry’s and other DTC companies, particularly relative to companies like Credit Karma, highlight how the Internet elevates the importance of demand over supply.