An Interview with Sinocism’s Bill Bishop about COVID-19, U.S.-China Relations, and media entrepreneurship in the dotcom bubble and today.
The Iowa Fiasco, The Best Feature, Three Lessons
The fiasco surround the Iowa caucuses is an occasion to learn three lessons: what is a tech company, technology is hard, and why Facebook is like Microsoft.
Lime Leaves 12 Cities; Scarcity Amongst Abundance; An Update on Apple, Trump, and Encryption
Scooter companies appear to be struggling, which is not a surprise; still, it is an excuse to re-visit assumptions around ride-sharing in comparison, and an generalizable principle about Aggregation Theory. Plus, an update on Apple versus the FBI.
Visa/Plaid Follow-Up; Apple v FBI, Round 2; 2020 Differences
More on Visa/Plaid, including why payments in the U.S. and China are so different. Then, Apple is facing off against the FBI again, but its position is both stronger technologically and weaker politically.
AB 5 and Health Care, Project Connected Home Over IP, Ecosystem Pragmatism
A more flexibility economy would benefit from a stronger safety net. Then, a new standard that actually has real potential. It’s a win for some companies, but questionable for others.
Trump Visits Mac Pro Factory, Apple’s Tariffs, Apple Versus GitHub
Trump visited the Mac Pro factory, and people are disappointed in Tim Cook. First off, tariffs are certainly the driving fact, but I am disappointed too, for different reasons than most.
Tech and Liberty
The First Amendment is not about a law, but rather a culture — specifically a culture of liberty. It is essential to tech, and in this context, Facebook is mostly right about political ads (but can still do better).
Microsoft Wins JEDI Contract, Microsoft Versus Amazon, Microsoft Earnings
Microsoft won the JEDI contract with the Department of Defense under questionable circumstances, which shouldn’t disguise the fact that Microsoft had a compelling case. Then, Microsoft’s earnings are impressive but too vague.
The Internet and the Third Estate
Mark Zuckerberg suggested that social media is a “Fifth Estate”; in fact, social media is a means by which the Third Estate — commoners — can seize political power. Here history matters.
Libra Launches, Loses Members; A Note on Facebook v Warren; The Office of Emerging Technologies
Libra launches, but may be dead before it begins. Then, Facebook v Warren is a reminder of the value of the U.S. approach — and an indirect way to explain how silly San Francisco is.