COVID-19
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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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In a follow-up to Zero Trust Information, exploring the four types of information and how their value changes with time.
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An Interview with Walmart CEO Doug McMillon About Omnichannel Retail
An interview with Walmart CEO Doug McMillon about his journey at Walmart, and Walmart’s journey in figuring out omnichannel and becoming one of the largest and fastest growing e-commerce businesses in the world.
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An Interview with Michael Morton About E-Commerce Winners and Losers
An interview with Michael Morton about Shopify’s enterprise business, Amazon’s long-term dominance, and host of other e-commerce topics.
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An Interview with Zoom CEO Eric Yuan About Surviving COVID and Building Moats
An interview with Zoom founder and CEO Eric Yuan about starting Zoom, surviving COVID, and building a moat in the enterprise.
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Hollywood on Strike
The Hollywood strike is setting talent against studios, but the problem is that both are jointly threatened by the reality of the Internet and zero distribution costs.
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An Interview with Boom Founder Blake Scholl About Building a Supersonic Airliner
An Interview with Boom founder Blake Scholl about building a supersonic airliner, including fundraising, airline economics, and why tech is about more than zero marginal costs.