The Great Bifurcation

Tracing the evolution of tech’s three eras, and why the fourth era — the Metaverse — is defined by its bifurcation with the physical world.

The Amazon Empire Strikes Back

Amazon’s logistics investment makes the company increasingly attractive to 3rd party merchants.

Distribution and Demand

Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.