Uber acquires Postmates, which makes me bullish about DoorDash. Then, TikTok invokes Shakespeare.
Zoom has another screwup, this time in terms of reporting how many users it has. It is a disturbing pattern and a reminder that strengths are weaknesses.
The new iPhone SE inspires a revisit to Apple’s low-end strategy, which may simply be a matter of accounting. Then, Apple may be launching new iPhones despite the coronavirus.
Both Slack and Airbnb are issuing debt, but in far different circumstances, and with far different terms.
The coronavirus crisis should be changing long-held beliefs. Then, what tech companies can do to get us out of this crisis, and Airbnb’s disastrous decision to not go public sooner.
In a follow-up to Zero Trust Information, exploring the four types of information and how their value changes with time.
Yesterday may have been a turning point in the American response to COVID-19. Then, an interview with Matt Mullenweg of Automattic about working from home and what is next for his company.
Amazon Go is licensing its technology, contrary to my previous prediction. Then Waymo is taking on outside investors which should result in a needed shift in incentives.
An interview with Matthew Ball about Bob Iger’s exit; Disney, Netflix, and streaming; and how metaverses are digital theme parks.
It was a huge surprise that Bob Iger was stepping down as Disney’s CEO, but the rationale makes a lot of sense, as does the timing and replacement.