When it comes to struggling companies like Snap, bullishness is all relative — and there’s a big red flag in their earnings. Then, John Perry Barlow passed away: his influence was immense, even on surprising entities like Disney.
Tech’s Person of the Year; Uber at the End of 2017; Fowler’s True Impact, and Means
Susan Fowler is tech’s person of the year, both because of her impact on Uber and on the tech industry broadly.
Pro-Neutrality, Anti-Title II
Any regulation, including those around net neutrality, should be put to a cost-benefit analysis. In this case regulation advocates come up short.
Stitch Fix and the Senate
Stitch Fix is a perfectly fine company that is a big startup success, in part because it paid attention to costs. It is very problematic that the Senate is threatening that, and potentially entrenching incumbents.
Bitcoin and Bitcoin Cash, TL;DR: The Bitcoin Paradox, Uber-Softbank Deal
Bitcoin versus Bitcoin Cash looks like a pump-and-dump deal; that, though underscores the paradox underlying Bitcoin’s value. Then, Uber and Softbank reach a deal that will reflect the fact Uber didn’t kill Lyft.
Gatekeepers Follow-Up, Hollywood and Venture Capital, The New York Times versus Tech
The removal of Gatekeepers should not drive the demand for new ones; then, why venture capital has a lot in common with Hollywood, which should serve as a warning. Finally, a reminder, courtesy of the New York Times, of why the Fake News campaign is dangerous.
Benchmark’s Letter to Uber Employees, Is Benchmark Right?, Intel CEO Leaves Trump Advisory Board
Follow-up on Benchmark’s suit against Uber, and then why it is time for tech to draw the line with President Trump.
The Uber Dilemma
Benchmark’s lawsuit against Uber is extraordinary; that is because Uber, despite everything, remains an extraordinary company. Game theory explains the implications.
The Athletic Expands, An Interview With ‘The Athletic’ CEO Alex Mather
The Athletic is trying to build a bundle around sports and subscription-based content, as CEO Alex Mather explains in an interview with Stratechery
Uber and Yandex; Grab Raises $2 Billion; Softbank, Ride-Sharing, and Capital
Uber has made a deal in Russia that, to the extent it approximates China, is a great idea. However, the company may soon be knocked out of Southeast Asia: capital is the ultimate aggregator.