Apple, Didi, and Occam’s Razor; Uber in China

Apple investing $1 billion in Didi could signify all kinds of things, but only one explanation makes sense. The big loser, though, is Uber.

Apple, the FBI, and Security

Apple versus FBI is being framed as a debate between privacy and security. In fact, though, there is a powerful argument to be made that Apple’s position is the more secure one for the United States.

Zenefits and Regulation

Zenefits fired its CEO after violating a number of regulations, and many people are drawing a connection to Uber. In fact, I think the situations are quite different; understanding why gives a framework for thinking about regulation.

Twitter Earnings; Twitter Retrenches; Facebook, Andreessen and India

Twitter’s earnings had good and bad parts, and one big red flag. More interesting was the company’s decision to retrench and own “live.” Then, how Facebook and Marc Andreessen managed to screw up so badly.

Cars and the Future

A massive revolution in cars seems right around the corner. However, I think it will take longer then most technologists think, but when it comes it will come quickly.

Venture Capital Follow-up, Square Files for IPO, Concerns About Theranos

A follow-up and some much needed specificity to yesterday’s Venture Capital article, then why Square’s IPO may be a better opportunity than it first appears. Plus, there’s concerning news about Theranos, a company with significant potential.