The End of the Beginning

The beginning of technology was about the shift from batched computing in one place to continuous computing everywhere. That era of paradigm changes may be over, which means the real changes are only beginning.

Integration and Monopoly

Apple has won through integration, but integration combined with network effects and economies of scale can result in bad outcomes that look a lot like monopolies.

Google and Ambient Computing

Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed, but faces challenges both in the marketplace and in the mirror.

What Is a Tech Company?

The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.

Shopify and the Power of Platforms

It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do with Amazon. The solution instead is to build a platform like Shopify.