Tesla Skepticism and Superchargers, Medium for Publishers

Just because Tesla is achieving an Apple-like brand doesn’t mean they will have Apple’s success: the hard part starts now. Plus, why SuperChargers are a big deal. Then, Medium for Publishers is Medium’s play to own the long tail of publishing, and it’s very exciting in what it enables.

Snapchat’s Ladder

Snapchat is on the verge of conquering the toughest messaging market in the world: the United States. The way they did it is by laddering-up.

Dropbox Leaves AWS, Should UPS and Fedex Be Afraid?

In an inconvenient bit of timing Dropbox announced they were leaving AWS just as I was singing its praises; in fact the storage company’s decision reinforces the benefits AWS provides. Then, why Amazon’s move into logistics makes sense, and how it might play out.

The Amazon Tax

Amazon is building a lot of businesses that look like AWS: taxes on major industries that work to everyone’s benefit. The reason, though, is that AWS is a lot like Amazon itself.

WeWork Now Worth $16 Billion, Google Joins Open Compute Project

My attempt last summer to justify WeWork’s $10 billion valuation is looking pretty good, but I’m not sure I can pull off the trick for $16 billion. Plus, the brilliant strategy of Facebook’s Open Compute Project

Microsoft SQL Server to Run on Linux, Box’s Great Quarter

Windows is truly dead at Microsoft, as SQL Server will soon run on Linux. Meanwhile, Box had a great quarter, underlying the fact that SaaS economics work — and what happened to Windows Server helps explain why.

Bitcoin and Diversity

First, an exploration of the block size debate that is roiling the Bitcoin world, and then how lessons from that debate apply to diversity in tech.