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On Exponent, the weekly podcast I host with James Allworth, we discuss Cloudflare and what it is like going through an IPO, as well as what has gone wrong with WeWork. Listen to it here.

Amazon.com was showing signs of being a Day Two company, including the alleged manipulation of search. There is reason, though, to be optimistic that the company has gotten back to Day One. Plus, where are the other big tech companies?

Apple's annual iPhone event may have marked Apple's true shift into being a Services company

The question of "What is a tech company" comes down to how much software and its unique characteristics affects the company's core business.

The current privacy debate is making things worse by not considering trade-offs, the inherent nature of digital, or the far bigger problems that come with digitizing the offline world.

The question of what should be moderated, and when, is an increasingly frequent one in tech. There is no bright line, but there are ways to get closer to an answer.

It is all but impossible to beat an Aggregator head-on, as Walmart is trying to do with Amazon. The solution instead is to build a platform like Shopify.

Libra is less about an immediate benefit to Facebook, and more about creating a world where companies like Facebook have the best chance to prosper. That is why Facebook gave up so much control.

On Exponent, the weekly podcast I host with James Allworth, we discuss Apple’s Audacity. Listen to it here.

A review of the potential antitrust cases against Google, Apple, Facebook, and Amazon suggests that only Google is vulnerable.