Tech and Antitrust

A review of the potential antitrust cases against Google, Apple, Facebook, and Amazon suggests that only Google is vulnerable.

Cloudera and Pivotal, Box and Zuora

Four companies that are getting hammered in the stock market after releasing growth projections that missed expectations; it’s not clear that all of them will come back.

Where Warren’s Wrong

Senator Warren’s proposal about how to regulate tech is wrong about history, the source of tech giant’s power, and the fundamental nature of technology itself. That doesn’t mean there aren’t real problems — and potential solutions — though.

The Value Chain Constraint

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