The WeWork IPO

The WeWork IPO is defined by audaciousness and excess, all of which is driven by unlimited access to capital.

Shopify Follow-up, Defining Definitions, OpenDoor Partners with Redfin

More on Shopify, including why I was reluctant to cover the previously, but now see the promise of the Internet in their model. Then, why I’m excited about being uncertain, and how Redfin and Opendoor’s partnership helps define the market in home-buying.

Shopify and the Power of Platforms

It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do with Amazon. The solution instead is to build a platform like Shopify.

The Value Chain Constraint

Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.

Apple’s Social Network

Apple’s decision to stop reporting unit sales is defensible; the company, though, should provide more data to support its new growth story.