Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.
The best way to understand Pat Gelsingers thinking about the threats posed by ARM and AMD is to go back to his arguments in favor of CISC over RISC
Tracing the evolution of tech’s three eras, and why the fourth era — the Metaverse — is defined by its bifurcation with the physical world.
Sequoia’s transformation of its venture capital model is actually a shift from financial capital to productive capital
The current technological revolution is probably still in deployment, not mature; cypto, meanwhile, is waiting on a key input. Then, the Stratechery publishing schedule is undergoing a big change.
Carlota Perez documents technological revolutions, and thinks we’re in the middle of the current one; what, though, if we are nearing its maturation? Is crypto next?
Journalism cannot afford to be divorced from business realities; that applies to Australia, the New York Times, and even Andreessen Horowitz.
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.
Airbnb and DoorDash both created new markets where ones did not previously exist; they are startups played on “hard” mode.
Apple is about the integration of hardware and software, but the balance between the two has shifted over time.