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.

Facebook’s Platform Opportunity

Facebook is under pressure from all sides, but that actually means it has an opportunity to build the platform it has always wanted — in digital ads.

Clearview AI, The Problem with Scraping, Tradeoffs

Clearview AI is billed as a story about facial recognition, but the most important questions it raises is about scraping. And, by doing so, it reveals how many trade-offs we have yet to confront.

The End of the Beginning

The beginning of technology was about the shift from batched computing in one place to continuous computing everywhere. That era of paradigm changes may be over, which means the real changes are only beginning.

Larry Page and Sergey Brin Step Down, Why Now?, Google Going Forward

Larry Page and Sergey Brin’s impact on Silicon Valley is incomparable; now, though, they are formalizing a departure that arguably happened years ago. Why now, and what should Alphabet and Google do next?

Portability and Interoperability

Data portability is friendly to consumers, but it has very little to do with encouraging competition, at least relative to interoperability.