AI and the Big Five

Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.

Cloudflare’s Disruption

Cloudflare’s new storage offering is potentially disruptive both economically and strategically.

Cloudflare on the Edge

Cloudflare is uniquely positioned to become a major player in an Internet 3.0 world, where politics matter more than economics.

Intel Problems

Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.