An interview with Brex co-founder and co-CEO Pedro Franceschi about what makes Brex unique, why it is pushing into software, and what drove its decision to cut off a big portion of its customer base.
An Interview with Okta CEO Todd McKinnon About Security in Supply Chains
Good morning, I have long been very focused on identity; it’s one of the reasons I was a very early Facebook bull in the consumer space, but the concept is equally if not more important in the enterprise space. Owning identity was one of the keys to Microsoft’s dominance, but the shift to cloud apps,Subscribe […]
Browsers and Regulation; Thin Platforms, Bundling, and Unbundling
The lessons regulators should learn from the Microsoft antitrust case, and how Thin Platforms are part of the unbundling and bundling cycle.
Microsoft Build, Thick Versus Thin, AI Platforms
Microsoft’s Build keynote was impressive in its clarity; it also emphasized that the thin client model one, mostly.
An Interview with Coda Founder (and Bundle Expert) Shishir Mehrotra
An interview with Coda founder Shishir Mehrotra about documents, go-to-market, and competing with Microsoft, plus bundling, Spotify, and Passport.
An Interview with Ramp Founder Eric Glyman
An interview with Ramp founder Eric Glyman about Ramp and the historic underpinnings of the fintech industry.
An Interview With Rippling Founder Parker Conrad
An Interview With Rippling Founder Parker Conrad
Apple Earnings, AMD Earnings, Google Earnings
Apple, AMD, and Google all delivered great results; margins were the most interesting places for analysis.
Microsoft Earnings, Microsoft Advertising, The Deflating Balloon
Microsoft had great earnings, but had to reassure investors all the same. Plus, new advertising efforts, and why shrinking private valuations help Redmond.
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.