The Scooter Economy

Scooters are everywhere, and the use case is amazing. What is not so clear, though, is how scooter companies can build strong businesses, which means consumers are the real winners.

Qualcomm, National Security, and Patents

The Trump administration blocked Broadcom’s acquisition of Qualcomm, and I think it was the right move. Understanding why means understanding Qualcomm and Broadcom’s plan for the company — and the problem with patents.

Amazon Go and the Future

Amazon Go exemplifies how Amazon is building its monopoly in three ways: horizontally, vertically, and financially. Plus, why automation is worth being optimistic about.

The iPhone 8 Price Rise, The Cellular Apple Watch, Apple TV 4K and Disney

The iPhone 8 price raise was unexpected and a reminder of how much Apple values margin. Then, the cellular Apple Watch was the real glimpse of the future, and why no one should be surprised Disney didn’t make a deal with Apple.

The Arrival of Artificial Intelligence

What is artificial intelligence? Is it really any different than technology? In my estimation machine learning is truly something new, and the effects on society will be significant.

Alexa: Amazon’s Operating System

Money is made at chokepoints, and the most valuable chokepoints are operating systems; Amazon is building exactly that with Alexa.

The State of Technology at the End of 2016

The annual Stratechery review of the state of technology, and call to build products that unlock human potential

OpenAI Universe and DeepMind Lab, Amazon Go

OpenAI and DeepMind released broadly similar products that speak to their different approaches, but what is most interesting from a business perspective are products like Amazon Go.

Uber’s Problematic Google Deal, Lyft’s Sales Pitch, Twitter’s Live Hail Mary

Uber took a shortcut with Google two years ago and are paying the price today, even if the wound is only temporary. Meanwhile, Lyft is costing Uber money but not strategic positioning, and seem to be marketing themselves to acquirers. Plus, mourning the end of what Twitter could be (and no, the NFL didn’t help).