Incentives
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SoftBank Rescues WeWork, Owning WeWork, Zuckerberg in Congress
SoftBank is rescuing WeWork in a very strange transaction, then re-visiting what I have written about WeWork. Plus, Zuckerberg’s appearance in Congress confirmed why Libra is the wrong approach for the company.
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Ghost 3.0, An Interview with Ghost CEO John O’Nolan
There is a new offering in the subscription space: Ghost. John O’Nolan, the founder and CEO of the Ghost Foundation, explains what makes Ghost unique.
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Google and Ambient Computing
Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed, but faces challenges both in the marketplace and in the mirror.
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Neither and New Follow-Up, Adam Neumann Forced Out, Peloton IPOs
Why Neither/New companies are different than traditional marketplaces, how Vision Fund’s flaws led to Adam Neumann being forced out, and why Peloton has a big opportunity it might not see.
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Day Two to One Day
Amazon.com was showing signs of being a Day Two company, including the alleged manipulation of search. There is reason, though, to be optimistic that the company has gotten back to Day One. Plus, where are the other big tech companies?
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Apple Card Launches, Without a Website; Revisiting Stratechery: If Steve Ballmer Ran Apple
Apple Card launched without a website, which suggests something fundamental about Apple’s nature. Then, revisiting a Stratechery article from six years ago.
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Why WeWork Isn’t AWS and the CEO Problem, Cloudflare’s S-1, Contrasting S-1s
The comparison of WeWork to AWS shouldn’t be taken too far, because software is different. Look no further than Cloudflare’s IPO. Plus, leadership matters.
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The WeWork IPO
The WeWork IPO is defined by audaciousness and excess, all of which is driven by unlimited access to capital.