The Lightness of Windows

The Windows 11 announcement was fun and interesting, but there is a reason that Windows is no longer the center of Microsoft’s business.

Distribution and Demand

Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.

Cloudflare on the Edge

Cloudflare is uniquely positioned to become a major player in an Internet 3.0 world, where politics matter more than economics.

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.

Playing on Hard Mode

Airbnb and DoorDash both created new markets where ones did not previously exist; they are startups played on “hard” mode.

Apple’s Shifting Differentiation

Apple is about the integration of hardware and software, but the balance between the two has shifted over time.

Is the Internet Different?

A response to a critique of Aggregation Theory, and a defense of debate on an Internet devoid of gatekeepers.