Back to the Future of Twitter

Twitter should go private and return to its pre-2012 approach of being a centralized service with third-party clients.

Sequoia Productive Capital

Sequoia’s transformation of its venture capital model is actually a shift from financial capital to productive capital

Instagram’s Evolution

Instagram’s shift away from being a photo-sharing app is very much inline with the service’s continuous evolution.

Facebook’s Audio Announcements, Facebook and Creators

Facebook made a host of “coming soon” announcements around audio, and laid out a compelling vision for creators that is limited by Facebook’s fundamental nature.

Clubhouse’s Inevitability

Clubhouse will do for audio what Twitter, Instagram Stories, and TikTok did for text, images, and video.

Playing on Hard Mode

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

The Tragic iPad

The iPad is 10, and while it remains a useful device, it is ultimately a disappointment. Apple lost the vision for what the iPad could be, and never gave space for developers to figure it out for them.

Beachheads and Obstacles

Facebook and Amazon had events on the same day for Oculus and Alexa. Both are driven by lessons from the mobile era, but Amazon seems to have learned more than Facebook.