Facebook and Google bans probably don’t make much of a difference in the short-term, but will be a challenge in the long-term. Then, the structure of crypto drives a different response.
More on tech epochs, including why Coinbase’s regulatory battles — which it will likely lose — are evidence it is an app-platform, the opposite of crypto’s decentralization promise.
Nvidia’s database CPU is not a challenger to Intel; it is the vision undergirding it that is the real threat.
Coinbase and Spotify are both grappling with political questions, which is something all companies should prepare for.