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.
Shopify Lowers Developer Fees, Scaling Digital Suppliers, The Power of App Stores
Shopify is lowering fees for developers, which makes sense given it is operating an app store, the Internet’s most powerful business model.
Shop Pay on Google and Facebook, Shopify’s Evolution, The E-Commerce Shift
The announcement that Shop Pay is available to any merchant on Facebook and Google marks an evolution in both e-commerce and Shopify itself
Distribution and Demand
Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.
An Interview with Brad Stone about Amazon Unbound
An interview with Brad Stone about his new book about Amazon, how the company has changed, and his outlook for a post-Bezos future.
Facebook Earnings; ATT’s Impact; COVID, VR/AR, and Optionality
Facebook’s earning show why it is relatively well-placed to capitalize on ATT.
Interoperability Defined, AppLovin Files S-1, The Facebook-Shopify Value Chain
AppLovin’s IPO and recent acquisitions are another example of how Apple’s policies will give the edge to big players.
The Web’s Missing Interoperability
Truly unlocking competition in tech means increasing interoperability; an absolutist approach to privacy is doing the exact opposite.
The Relentless Jeff Bezos
Jeff Bezos is retiring, and will go down as one of the great CEO’s in tech history, in part because of how he transformed Amazon into a tech company in every respect.