Pandemic Progress

Marc Andreessen has changed his tone over the past year; there is a cynical interpretation, but I think the shift is justified.

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.

Clubhouse’s Inevitability

Clubhouse will do for audio what Twitter, Instagram Stories, and TikTok did for text, images, and video.

Publishing is Back to the Future

Journalism cannot afford to be divorced from business realities; that applies to Australia, the New York Times, and even Andreessen Horowitz.

Internet 3.0 and the Beginning of (Tech) History

The actions taken by Big Tech have a resonance that goes beyond the context of domestic U.S. politics. Even if they were right, they will still push the world to Internet 3.0.

New Defaults

The pandemic and vaccine rollout have highlighted where the West has lost its way; we need new defaults about information, change, and speed.

Social Networking 2.0

Facebook and Twitter represent the v1 of Social Networking; it’s a bad copy of the analog world, whereas v2 is something unique to digital, and a lot more promising.

Playing on Hard Mode

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