Pandemic Progress

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

Intel and the Danger of Integration

Intel is in an increasingly bad position in part because it has been captive to its integrated model. Or, you could simply say they were disrupted.

Disney’s Choice

Cable TV created a world where differentiated content could profit from everyone; that is why it will be hard for Disney to make the choices streaming will force on them.