An Interview with Mark Zuckerberg about the Metaverse
Meta
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.
Sequoia Productive Capital
Sequoia’s transformation of its venture capital model is actually a shift from financial capital to productive capital
Microsoft’s Surface Event, Facebook CTO Changes
Microsoft’s Surface team is in full alignment with the company’s strategy; then, Facebook’s CTO change makes sense, plus a re-visit of Boz’s infamous memo.
ByteDance’s New Board Member, The TikTok Question, China’s Innovation Risk
ByteDance’s new board member is another sign of the Chinese government’s interference with tech companies; will this hurt China’s tech ambitions?
Basecamp’s New Policy, Basecamp Versus Silicon Valley, Stripe Changes Vesting Schedule
Basecamp is banning politics at work, which is very much in-line with Basecamp’s bigger critique of Silicon Valley. Then, Stripe stops acting like a startup.
Intel Unleashed, Gelsinger on Intel, IDM 2.0
New Intel CEO Pat Gelsinger delivered a keynote with the right strategy, the right tactics, and most importantly, the right spirit to return Intel to success.
Intel Problems
Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.
Disney and Integrators Versus Aggregators
Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
Slack Issues Debt, Airbnb Issues Debt
Both Slack and Airbnb are issuing debt, but in far different circumstances, and with far different terms.