Strategy
-
Apple’s 50 Years of Integration
Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes.
-
An Interview with Nvidia CEO Jensen Huang About Accelerated Computing
An interview with Nvidia CEO Jensen Huang about his GTC 2026 keynote, navigating China and DC, and remembering Nvidia’s true nature.
-
An Interview with Unity CEO Matthew Bromberg About Turnarounds
An interview with Unity CEO Matthew Bromberg about a career focused on turnarounds, from EA’s KOTR to Zynga and now to Unity.
-
An Interview with Asana Founder Dustin Moskovitz about AI, SaaS, and Safety
An interview with Asana founder and Chairman Dustin Moskovitz about Asana, AI’s impact on SaaS, and the debate about AI Safety
-
OpenAI’s Windows Play
OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers.
-
An Interview with Booking CEO Glenn Fogel About Travel and Aggregation
An interview with Booking CEO Glenn Fogel about being an aggregator, the power — or not — of network effects, and how AI can finally create the perfect travel agent.
-
SpaceX Buys Spectrum, Spectrum Specifics, SpaceX’s Big Bet
SpaceX just made a huge deal for spectrum, but they will still need partners; the real goal is knocking competition out of the game.
-
Made by Google 2025, AI Trade-offs, Google and the Long-Term
Google’s latest Pixel event re-imagined launch events; it was appropriate given that Google is truly re-imagining the smartphone.
-
Paradigm Shifts and the Winner’s Curse
When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon