Cable’s Last Laugh

Cable companies survived the great unbundling thanks to selling Internet service; they may be best place to make the bundle of the future.

Shopify’s Evolution

Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network

The Intel Split

It appears that Intel’s partnership with TSMC is much larger than it first seemed; the implications for Intel as whole are massive.

Pandemic Progress

Marc Andreessen has changed his tone over the past year; there is a cynical interpretation, but I think the shift is justified.