Concepts

Evolution of Technology

  • The Facebook Epoch

    First came the PC, and on top of the PC the Internet. Then, mobile, but what will rule mobile?


  • Uber 2.0: Human Self-Driving Cars

    Uber 1.0 is a huge success, but it’s still basically a taxi service. We know the future is self-driving cars, but is there an intermediary step? What if Uber could do self-driving cars today?


  • Why Web Pages Suck

    Everyone complains about web pages that suck, but the reality is that it is advertisers who call the shots. This should, at a minimum, put Facebook’s Instant Articles and Apple’s News app in a new light.


  • Airbnb and the Internet Revolution

    Airbnb gets less press than Uber, but in some respects its even more radical: understanding how it works leads one to question many of the premises of modern society from hotels to regulations. It’s an important marker in the Internet Revolution.


  • YouTube Gaming, Network Defensibility, The Applicability of Metcalfe’s Law

    YouTube Gaming is taking on Twitch, which raises a number of interesting questions: is YouTube Gaming like Google+, and if not, why not? Will it succeed, or should Google have simply bought Twitch? Also, a fascinating paper about Metcalfe’s Law and when and where it applies.


  • The Funnel Framework

    The Internet has removed scarcity, meaning business models based on controlling distribution are no longer viable. Instead, the key to success is controlling access to the best customers — and that means being the best.


  • 21 Inc. and the Future of Bitcoin

    Bitcoin is commonly characterized as an alternative currency, but actually the core concept has little to do with money. The potential as a protocol is massive, but only if everyone everywhere is connected to the network. 21 Inc. is trying to make that happen.


  • Daily Update: Moore’s Law at 50, BuzzFeed and Advertiser Pressure


  • It’s Not 1999

    The question of whether or not we are in a tech bubble has been raised regularly for years now; 2012, particularly Facebook’s acquisition of an app1 called Instagram for a ridiculous2 $1 billion, was a particular high point. The fact that Instagram is now valued at $35 billion suggests the 2012 doomsayers were just a […]


  • Tidal and the Future of Music

    Predicting success and failure is about understanding who has leverage. In the case of music, the winners will be the labels, not the artist. But perhaps there is hope for tomorrow