Apple Earnings, Microsoft and LinkedIn

Apple has another great quarter — is it sustainable? Then, LinkedIn’s growth shows just how much digital advertising is growing.

The Lightness of Windows

The Windows 11 announcement was fun and interesting, but there is a reason that Windows is no longer the center of Microsoft’s business.

Cloudflare on the Edge

Cloudflare is uniquely positioned to become a major player in an Internet 3.0 world, where politics matter more than economics.

Moderation in Infrastructure

Infrastructure companies need a distinct approach to moderation that focuses on neutrality and due process.

Intel Problems

Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.