How Tech Can Build

Marc Andreessen has written (another) seminal essay: It’s Time to Build. What does that mean for tech and venture capital?

Amazon Just Walk Out, Waymo Raises $2.25 Billion

Amazon Go is licensing its technology, contrary to my previous prediction. Then Waymo is taking on outside investors which should result in a needed shift in incentives.

First, Do No Harm

As regulators look closer at acquisitions they should be extremely wary of unintended consequences. The current system works well for everyone, most of the time.

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.