Cable’s Last Laugh

Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.

The Great Bifurcation

Tracing the evolution of tech’s three eras, and why the fourth era — the Metaverse — is defined by its bifurcation with the physical world.

Microsoft and the Metaverse

Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity