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

The Slack Social Network

Slack lost to Microsoft head-to-head, but has smartly shifted to a horizontal strategy that the vertically-oriented Microsoft can’t match.

Apple and Facebook

Apple and Facebook seem like they are in conflict, but have often been each other’s best partners.

Apple Earnings, Amazon Earnings

Apple’s Earnings show the stabilizing factor of services and the upside of China; Amazon’s earnings show that supply constraints make forecasts easy.