The distinction between Wartime and Peacetime CEOs explains why Sundar Pichai may be under the microscope; then, exploring why Bard made a mistake
An Interview with Opendoor CEO Eric Wu About Building a Marketplace in a Real Estate Slowdown
An Interview with Opendoor CEO Eric Wu about why the speed of the current slowdown caught Opendoor by surprise, acquiring customers for an infrequent transaction, and how the company will get a marketplace off of the ground.
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.
IBM Splits, IBM Skepticism, IBM and Antitrust
IBM is splitting itself up, and while it makes sense, it is an admission of failure. It’s also a lesson for regulators.
Studios Go Direct to Consumer, Theaters and Demand, Universal Versus Disney
Studios go direct-to-consumer out of necessity; Disney has the most potential, even if they should use Universal’s model.
Zillow Changes CEOs, An Interview with Zillow CEO Rich Barton
Zillow has changed CEOs, which makes sense given the change in the company’s business model. Then, an interview with new CEO and Zillow co-founder Rich Barton.
Apple’s iPhone Event, Facebook Fact-Checking, Vimeo Pivots Again
A preview of Apple’s iPhone event, a revelatory controversy about Facebook fact-checking, and yet another pivot by Vimeo thanks to mistakes made years ago