Stratechery

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.

On Exponent, the weekly podcast I host with James Allworth, we discuss Microsoft, Slack, Zoom, and the SaaS Opportunity. Listen to it here.

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

The Zoom and Slack IPOs show what Microsoft is missing in its growth story: a way to acquire new customers.

Uber's S-1 raises more questions than it answers

On Exponent, the weekly podcast I host with James Allworth, we discuss Disney and the Future of TV. Listen to it here.

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.

On Exponent, the weekly podcast I host with James Allworth, we discuss A Regulatory Framework for the Internet. Listen to it here.

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.

On Exponent, the weekly podcast I host with James Allworth, we discuss the question of YouTube, why it’s similar and different from Facebook, and why engagement is both alluring and a potential problem. Listen to it here.