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Latest Podcast

Concepts

Evolution of Technology

  • The Scooter Economy

    Scooters are everywhere, and the use case is amazing. What is not so clear, though, is how scooter companies can build strong businesses, which means consumers are the real winners.

  • Morris Chang Retires; Apple, Microsoft, Facebook Follow-Up; Who Gets to Be on the Steam Store?

    Morris Change, the founder of TSMC, is one of the most important tech figures in history. Then, follow-up on Microsoft-GitHub, Apple and the App Store, and Facebook and the New York Times. Plus, why Valve is getting platform control right.

  • The End of Windows

    The Windows division no longer exists at Microsoft, marking the end to a four-year process of changing Microsoft’s culture.

  • Qualcomm, National Security, and Patents

    The Trump administration blocked Broadcom’s acquisition of Qualcomm, and I think it was the right move. Understanding why means understanding Qualcomm and Broadcom’s plan for the company — and the problem with patents.

  • Snap Mania and Metamarkets; John Perry Barlow Dies; Barlow, Disney, and Streaming

    When it comes to struggling companies like Snap, bullishness is all relative — and there’s a big red flag in their earnings. Then, John Perry Barlow passed away: his influence was immense, even on surprising entities like Disney.

  • HomePod Goes on Sale, The Smartphone and the End of History, The Success of the Nintendo Switch

    The HomePod goes on sale tomorrow — finally — and it’s still not clear whether or not Apple is ready to move beyond the smartphone; the success of the Nintendo Switch suggests the world isn’t waiting.

  • Amazon Go and the Future

    Amazon Go exemplifies how Amazon is building its monopoly in three ways: horizontally, vertically, and financially. Plus, why automation is worth being optimistic about.

  • Apple at Its Best

    Apple’s original competitive advantage — the integration of hardware and software — is more durable than disruption theory would suggest.

  • Tech Goes to Washington

    Facebook, Google, and Twitter testified before a Senate committee: it provided evidence of how tech prefers power over decentralization, even if it means regulation

  • Gatekeepers Follow-Up, Hollywood and Venture Capital, The New York Times versus Tech

    The removal of Gatekeepers should not drive the demand for new ones; then, why venture capital has a lot in common with Hollywood, which should serve as a warning. Finally, a reminder, courtesy of the New York Times, of why the Fake News campaign is dangerous.