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.

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.