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Concepts

Evolution of Technology

  • Apple, ARM, and Intel

    ARM Macs are imminent; why they make sense, and why the implications could be far-reaching, for not just Apple but also Intel.

  • Never-Ending Niches

    The Internet changed how media competes to focus and quality, but quality is defined by your niche.

  • Steve Jobs and OpenDoc, Fluid Framework, Microsoft Lists

    At Build Microsoft’s vision for their enterprise operating system in the cloud was clearer than ever.

  • Chips and Geopolitics

    TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.

  • How Tech Can Build

    Marc Andreessen has written (another) seminal essay: It’s Time to Build. What does that mean for tech and venture capital?

  • Compaq and Coronavirus

    Compaq’s descent from a company of action to a brand is a frightening parable for the the West’s focus on talk over action.

  • Defining Information

    In a follow-up to Zero Trust Information, exploring the four types of information and how their value changes with time.

  • Zero Trust Information

    Zero Trust Networking is security with Internet assumptions; there is tremendous value if we apply the same approach to information.

  • Clearview AI, The Problem with Scraping, Tradeoffs

    Clearview AI is billed as a story about facial recognition, but the most important questions it raises is about scraping. And, by doing so, it reveals how many trade-offs we have yet to confront.

  • Visa, Plaid, Networks, and Jobs

    The history of credit cards helps explain why Plaid is valuable to Visa, and how Visa can make it significantly better.