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?

The Google Squeeze

Google, the real Aggregator, is squeezing OTAs, which acted like Aggregators while depending on Google for demand. It’s easy to say Google is being unfair, but this may be better for consumers.

The Internet and the Third Estate

Mark Zuckerberg suggested that social media is a “Fifth Estate”; in fact, social media is a means by which the Third Estate — commoners — can seize political power. Here history matters.

Neither, and New: Lessons from Uber and Vision Fund

Uber represents something new: a company that is different than incumbents because of technology, yet not itself a tech company — just like the Venture Fund is not a VC.

What Is a Tech Company?

The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.

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.