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.

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.