SoftBank Rescues WeWork, Owning WeWork, Zuckerberg in Congress

SoftBank is rescuing WeWork in a very strange transaction, then re-visiting what I have written about WeWork. Plus, Zuckerberg’s appearance in Congress confirmed why Libra is the wrong approach for the company.

Ghost 3.0, An Interview with Ghost CEO John O’Nolan

There is a new offering in the subscription space: Ghost. John O’Nolan, the founder and CEO of the Ghost Foundation, explains what makes Ghost unique.

Neither, and New: Lessons from Uber and Vision Fund

Uber represents something new: a company that is different than incumbents because of technology, yet not itself a tech company — just like the Venture Fund is not a VC.

WeWork Delays IPO, Datadog Prices IPO, SoftBank and Going Big

WeWork abandons its IPO, for now, and is likely at the mercy of Softbank. Then, why Datadog is set to have a great IPO, in direct counter to WeWork and a direct rebuke to Softbank’s approach.

App Store Search, WeWork to Shelve IPO?, The Vision Fund Wobbles

The New York Times has a compelling expose of how Apple dominates App Store search. Then, WeWork may not IPO, although its CEO will be fine; the bigger question, though is about SoftBank’s Vision Fund.

What Is a Tech Company?

The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.

Pinterest S-1, Zoom S-1, The Enterprise-Consumer Flip-Flop

Pinterest’s S-1 shows why too much funding can be bad for startups, while Zoom’s S-1 shows the benefits the come from being great. That, by extension, is a result of the enterprise and consumer markets flip-flopping.

BuzzFeed Followup, The Future is Niche, Atlassian and Bing

BuzzFeed’s relative scale problem, and why venture capital doesn’t make sense for content, because the future is niche. Plus, important follow-up on Bing and Atlassian.