Political Chips

Last Friday AMD surpassed Intel in market capitalization: This was the second time in history this…

Spotify, Netflix, and Aggregation

When Spotify filed for its direct listing in 2018, it was popular to compare the streaming…

Thin Platforms

The Department of Justice’s 1998 complaint against Microsoft accused the company of, amongst other things, tying…

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…

Shopify’s Evolution

Tobi Lütke, who famously started Shopify when he realized that the software he built to run…

The Intel Split

Intel’s earnings are not until next Wednesday, but whatever it is that CEO Pat Gelsinger plans…

The Amazon Empire Strikes Back

It seems like a Christmas miracle. From CNBC: For years, Amazon has been quietly chartering private…

Twitter Has a New CEO; What About a New Business Model?

From CNBC: Twitter CEO Jack Dorsey is stepping down as chief of the social media company,…

Microsoft and the Metaverse

It’s certainly the question of the season: what is the Metaverse? I detailed the origin of…

Sequoia Productive Capital

Two weeks ago, in The Death and Birth of Technological Revolutions,1 I puzzled about exactly where…