Marc Andreessen has changed his tone over the past year; there is a cynical interpretation, but I think the shift is justified.
Publishing is Back to the Future
Journalism cannot afford to be divorced from business realities; that applies to Australia, the New York Times, and even Andreessen Horowitz.
Clubhouse is a Unicorn(?); Clubhouse Versus Podcasts; Monetization, Moderation, and Monopoly
Clubhouse is (reportedly) a unicorn; where it sits as an audio app is as interesting as its status as a social network.
Substack and the Media, The Substack Opportunity, Substack’s Business Challenges
Substack is a threat to the media, but its business prospects are threatened by the same forces threatening all of media.
An Interview With Stripe President John Collison
An interview with Stripe President John Collison about Stripe Treasury, Stripe Capital, going public (or not), Stripe’s investments, and ambition.
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.
The End of the Beginning Follow-Up, Technological Revolutions and Financial Capital, Venture versus Productive Capital
Examining The End of the Beginning through the lens of Carlota Perez’s Technological Revolutions and Financial Capital, and what that means for venture capital.
Bubble Talk, Revisited; It [Wasn’t] 1999; The Big Tech Basket
While 2015 Unicorns did not meet expectations, that doesn’t mean 2015 was a bubble. Indeed, the most surprising reality is how well established big tech companies did.