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.