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.
The Apple-Google Partnership, How to Contain the Coronavirus, Apple-Google Policy
The Apple-Google partnership is valuable not just for what it offers today, and for it might offer in the future, but also the decisions it forces on us as a society.
Zoom and Facebook, Zoom Mistakes, Zoom Fixes
Zoom was sharing data with Facebook, probably on accident, but it is the company’s second major privacy and security-related screw-up. It’s a real concern as far as the company’s upside — and so is its connection to China.
Changing Priors, Action Plans for Big Tech, The Airbnb Disaster
The coronavirus crisis should be changing long-held beliefs. Then, what tech companies can do to get us out of this crisis, and Airbnb’s disastrous decision to not go public sooner.
An Interview with Eugene Wei About the Half-Life of Information
In this Daily Update Interview Eugene Wei and I explore the idea of the half-life of information, and what that means for the value of Netflix, YouTube, Disney, and more.
Tech Companies Versus Misinformation, Tech Tracking, Capability Versus Policy
Tech companies unite to fight misinformation, and potentially are working on tracking COVID-19. What tradeoffs might that entail, and is it worth building capability and trusting in policy?
Amazon Just Walk Out, Waymo Raises $2.25 Billion
Amazon Go is licensing its technology, contrary to my previous prediction. Then Waymo is taking on outside investors which should result in a needed shift in incentives.
The Future of Tech Conferences; Apple’s Supply Chain, Continued; Remote Work and Zoom
Three potential long-term impacts of COVID-19 on the tech industry might be seen in consumer-focused developer conferences, supply chains, and Zoom’s chances versus Microsoft.
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.
Google Earnings, YouTube and Google Cloud, Google’s Falling Margin
Google finally released new financial information about YouTube and Google Cloud, but it is still not sufficient. Then, Google’s margins are falling just like Facebook’s: is the engine finally sputtering?