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Cable’s Last Laugh
Cable companies survived the great unbundling thanks to selling Internet service; they may be best place...
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Beyond Aggregation: Amazon as a Service
Amazon's new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is...
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Back to the Future of Twitter
Twitter should go private and return to its pre-2012 approach of being a centralized service with...
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DALL-E, the Metaverse, and Zero Marginal Content
Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of...
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Why Netflix Should Sell Ads
Netflix has been resolutely opposed to selling ads, prioritizing the user experience; however, the market conditions...
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An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
It took a few moments to realize what was striking about the opening video for Nvidia’s...
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The Current Thing
If businesses are subject to Aggregation Theory, then so are ideas: this is the root of...
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Tech and War
The reaction to the Ukraine invasion has been a demonstration of tech capabilities; those capabilities may...
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Shopify’s Evolution
Shopify should build an advertising business to complement Shop Pay and the Shopify Fulfillment Network
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Digital Advertising in 2022
The advertising has shifted from a Google-Facebook duopoly to one where Amazon and potentially Apple are...
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Gaming the Smiling Curve
The spate of recent acquisitions in the gaming space — Take-Two and Zynga, Microsoft and Activision, and...