The Weta acquisition, Unity’s ambitions, their advertising business and relationship with Apple, and why Riccitiello thinks my understanding of the metaverse isn’t quite right.
Sequoia’s transformation of its venture capital model is actually a shift from financial capital to productive capital
Why Twilio bought Segment, and an interview with Twilio CEO Jeff Lawson
Reviewing Apple’s “Time Flies” event, including Apple One and Fitness+
An Interview with Slack CEO Stewart Butterfield about the acquisition of Rimeto and competing with Microsoft.
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 seem like they are in conflict, but have often been each other’s best partners.
MongoDB continues to thrive despite being built on “open source”; it is creating a playbook for other open source companies to follow.
Apple’s Earnings show the stabilizing factor of services and the upside of China; Amazon’s earnings show that supply constraints make forecasts easy.
An interview with Okta CEO Todd McKinnon about Okta’s moat, holding a virtual developer conference, and the Okta platform.