Musk’s Twitter Blue; A Twitter Subscription, Revisited; Apple Earnings

Elon Musk’s Twitter Blue proposal seems reasonable, and the company is not in as dire financial straits as reported. Then, revisiting the idea of a Twitter business model pivot, and why Apple’s services revenue is so impressive.

AI Bundling Follow-Up, iPhone Follow-Up

Follow-up to AI Bundling, including costs, the meaning of distribution, and centralization, and why Apple is still a product company.

The Services iPhone

Apple introduced some impressive product updates; the real news, though, were the prices, which suggested that Apple is fully embracing being a services company.

An Interview With Brex Co-Founder and Co-CEO Pedro Franceschi

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 […]

Thin Platforms

The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms