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.

Two Crises, Tech’s Costs, Looking Forward

Too much tech power has been an impending crisis for years; that doesn’t change just how costly the crisis was. Then again, centralization might yet win.

Internet 3.0 and the Beginning of (Tech) History

The actions taken by Big Tech have a resonance that goes beyond the context of domestic U.S. politics. Even if they were right, they will still push the world to Internet 3.0.

Apple’s Shifting Differentiation

Apple is about the integration of hardware and software, but the balance between the two has shifted over time.

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.

2020 Bundles

The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.