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Twitter Has a New CEO; What About a New Business Model?
Tue 8:20am By Ben Thompson
Twitter is changing CEOs once again; what if the company changed its business model from ads to subscriptions?

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Unity, Weta, and Faceless Platforms
Nov 18, 2021, 4:10 am By Ben Thompson
Unity's acquisition of Weta digital makes sense for both sides, and positions Unity to be an essential platform for tech's future.

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Microsoft and the Metaverse
Nov 9, 2021, 10:52 am By Ben Thompson
Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity

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Meta
Oct 28, 2021, 2:19 pm By Ben Thompson
Facebook's reorganization into Meta is the ultimate bet on the power of founder control.

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Sequoia Productive Capital
Oct 27, 2021, 7:30 am By Ben Thompson
Sequoia's transformation of its venture capital model is actually a shift from financial capital to productive capital

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The Death and Birth of Technological Revolutions
Oct 12, 2021, 9:18 am By Ben Thompson
Carlota Perez documents technological revolutions, and thinks we're in the middle of the current one; what, though, if we are nearing its maturation? Is crypto next?

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Facebook Political Problems
Oct 6, 2021, 11:52 am By Ben Thompson
Facebook's political problems stem directly from its size and drive for growth; they are societal issues, not antitrust ones.

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Cloudflare’s Disruption
Sep 30, 2021, 11:10 am By Ben Thompson
Cloudflare's new storage offering is potentially disruptive both economically and strategically.

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The Apple v. Epic Decision
Sep 13, 2021, 9:13 am By Ben Thompson
Understanding Apple's victory in Apple v. Epic, and the limitations of the injunction on anti-steering provisions.

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Tech Epochs and the App Store Trap
Sep 7, 2021, 10:01 am By Ben Thompson
Centralized control is useful at the beginning of an economy, but limits innovation in the long run. That is as true for China as it is for the App Store.

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