On the business, strategy, and impact of technology.
On Exponent, the weekly podcast I host with James Allworth, we discuss China, Leverage, and Values. Listen to it here.
Fri, 24 May 2019 15:59:57 +0000
If there is a new tech cold war, it is one with shots fired over a decade ago, largely by China. The questions going forward are about both leverage and values.
Tue, 21 May 2019 12:59:04 +0000
On Exponent, the weekly podcast I host with James Allworth, we discuss Microsoft, Slack, Zoom, and the SaaS Opportunity. Listen to it here.
Fri, 10 May 2019 16:00:57 +0000
At Google I/O, Google was the opposite of defensive: the company set out to make the case that its approach made for better products that makes people's lives better
Wed, 08 May 2019 13:59:06 +0000
The Zoom and Slack IPOs show what Microsoft is missing in its growth story: a way to acquire new customers.
Tue, 30 Apr 2019 11:58:32 +0000
Uber's S-1 raises more questions than it answers
Mon, 22 Apr 2019 15:13:23 +0000
On Exponent, the weekly podcast I host with James Allworth, we discuss Disney and the Future of TV. Listen to it here.
Fri, 19 Apr 2019 17:26:38 +0000
TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney's latest announcement.
Mon, 15 Apr 2019 14:57:00 +0000
On Exponent, the weekly podcast I host with James Allworth, we discuss A Regulatory Framework for the Internet. Listen to it here.
Fri, 12 Apr 2019 16:00:30 +0000
Regulators need to stop blindly regulating "the Internet" and instead understand that every part of the Internet stack is different, and only one part is suffering from market failure.
Tue, 09 Apr 2019 13:48:55 +0000
Page created: Fri, May 24, 2019 - 09:06 PM GMT