Playing on Hard Mode

Airbnb and DoorDash both created new markets where ones did not previously exist; they are startups played on “hard” mode.

Apple’s Shifting Differentiation

Apple is about the integration of hardware and software, but the balance between the two has shifted over time.

Anti-Monopoly vs. Antitrust

What matters about the Congressional report on tech and antitrust is that it exists, not the specific details.

The End of OS X

OS X is retired, but fortunately, its legacy appears to live on in macOS 11.0.

Apple, ARM, and Intel

ARM Macs are imminent; why they make sense, and why the implications could be far-reaching, for not just Apple but also Intel.

Never-Ending Niches

The Internet changed how media competes to focus and quality, but quality is defined by your niche.

Chips and Geopolitics

TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.