Software as a Service
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Adobe Acquires Figma, Figma’s Disruption, The Figma OS
Adobe’s acquisition of Figma is about the long-term shift in the design value chain; it paid so much because there was no other reason for Figma to sell.
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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.
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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.
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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.
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An Interview with Okta CEO Todd McKinnon About Security in Supply Chains
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Thin Platforms
The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms
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An Interview with Ramp Founder Eric Glyman
An interview with Ramp founder Eric Glyman about Ramp and the historic underpinnings of the fintech industry.