The WeWork IPO

The WeWork IPO is defined by audaciousness and excess, all of which is driven by unlimited access to capital.

Google’s Earnings, Amazon’s Earnings

Google’s earnings came with the usual dearth of information, although it appears that Google Cloud is growing more than expected. AWS growth, meanwhile, is definitely slowing as Amazon’s business broadly is running out of low-hanging fruit.

Shopify Follow-up, Defining Definitions, OpenDoor Partners with Redfin

More on Shopify, including why I was reluctant to cover the previously, but now see the promise of the Internet in their model. Then, why I’m excited about being uncertain, and how Redfin and Opendoor’s partnership helps define the market in home-buying.

Shopify and the Power of Platforms

It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do with Amazon. The solution instead is to build a platform like Shopify.

Tech and Antitrust

A review of the potential antitrust cases against Google, Apple, Facebook, and Amazon suggests that only Google is vulnerable.