History
To understand where technology is going, it is helpful to know where it has been.
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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.
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IBM has bought Red Hat in an attempt to recreate its success in the 90s; it’s not clear, though, that the company or the market is the same.
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Venture Capital has been transformed by a surprising source: Amazon. Ultimately, no industry is safe from the impact of the Internet.
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Netflix and the Hollywood End Game
Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and fend off YouTube.
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An Interview with Unity CEO Matthew Bromberg About Turnarounds
An interview with Unity CEO Matthew Bromberg about a career focused on turnarounds, from EA’s KOTR to Zynga and now to Unity.
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An Interview with Substrate CEO James Proud About Building a Disruptive Foundry in America
An interview with Substrate CEO James Proud about X-ray lithography, disrupting TSMC, and betting on American innovation.
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Paradigm Shifts and the Winner’s Curse
When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon
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American Disruption
A new take on Trump’s tariffs, including using a disruption lens to understand the U.S.’s manufacturing problem, and why a better plan would leverage demand, not kill it.
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Microsoft EOLs Skype, Skype’s Founding, Microsoft’s Skype Charity
Microsoft is pulling the plug on Skype, a service they never should have acquired and on which they spent way too much time and money; I’m still sad.
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Intel’s Death and Potential Revival
Intel died when mobile cost it its software differentiation; if the U.S. wants a domestic foundry, then it ought to leverage the need for AI chips to make an independent Intel foundry viable.
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An Interview with Tae Kim about Jensen Huang and The Nvidia Way
An interview with Tae Kim about his new book, The Nvidia Way, and how Jensen Huang built Nvidia to continuously invent the future.