What Elon Musk got wrong about Twitter, journalists and VCs got wrong about FTX, and Peter Thiel got wrong about crypto and AI — and why I made many of the same mistakes along the way.
Google Kills Stadia; Why Stadia Was a Bad Product; Microsoft, Activision, and Antitrust
Google Stadia is, predictably, dead: the company never had the business model to match. Microsoft is showing just how hard it is to get that business model off of the ground.
An Interview With Michael Mignano About Podcasts, Standards, and Recommendation Media
An interview with former Anchor co-founder and CEO Michael Mignano about podcasts, Anchor, Spotify, standards, and recommendation media.
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.
Twitter Has a New CEO; What About a New Business Model?
Twitter is changing CEOs once again; what if the company changed its business model from ads to subscriptions?
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.