United States
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Pandemic Progress
Marc Andreessen has changed his tone over the past year; there is a cynical interpretation, but I think the shift is justified.
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Intel Problems
Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.
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New Defaults
The pandemic and vaccine rollout have highlighted where the West has lost its way; we need new defaults about information, change, and speed.
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United States v. Google
The Justice Department’s lawsuit against Google is appropriately narrow, and if it fails it gives a template for Congressional action.
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Anti-Monopoly vs. Antitrust
What matters about the Congressional report on tech and antitrust is that it exists, not the specific details.
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India, Jio, and the Four Internets
There are four Internets: China versus the U.S., and the E.U. and India. India’s potential new model rests on Jio.
