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.

Unity, Weta, and Faceless Platforms

Unity’s acquisition of Weta digital makes sense for both sides, and positions Unity to be an essential platform for tech’s future.

Sequoia Productive Capital

Sequoia’s transformation of its venture capital model is actually a shift from financial capital to productive capital