Snapchat’s Ladder

Snapchat is on the verge of conquering the toughest messaging market in the world: the United States. The way they did it is by laddering-up.

Andy Grove and the iPhone SE

Andy Grove passed away the same day that Apple announced the iPhone SE. One of Grove’s best decisions reminds me of this launch.

Instagram’s Algorithmic Feed, Apple and the Cloud, Microsoft and Okta

Instagram is changing the feed, and even though users say they don’t like it it’s the right decision. Plus, why Snapchat may be a threat. Then, two pieces of news about Apple and the cloud, both good and bad. Plus, Microsoft is still competitive, and rightly so.

The Amazon Tax

Amazon is building a lot of businesses that look like AWS: taxes on major industries that work to everyone’s benefit. The reason, though, is that AWS is a lot like Amazon itself.

Bitcoin and Diversity

First, an exploration of the block size debate that is roiling the Bitcoin world, and then how lessons from that debate apply to diversity in tech.

Zenefits and Regulation

Zenefits fired its CEO after violating a number of regulations, and many people are drawing a connection to Uber. In fact, I think the situations are quite different; understanding why gives a framework for thinking about regulation.

Why I Stand by Peak Google, Amazon is Fine, More Amazon Stores?

Google had great earnings again, and was briefly the most valuable company in the world. That doesn’t change my opinions in Peak Google. Then, Amazon lost the expectations game, but the underlying business continues to look great. Plus, a theory about those rumored Amazon stores.