Email newsletters unlocked a new way to pay for content, but is this a tool or a network? You can write all you like, but how do you get readers? And is the take rate 10% or 90%?
Read More‘Big tech’ buys hundreds of startups, but what are they, what does that mean for competition, and how does this fit into the broader market? How many more Instagrams are there, and how many PA Semis?
Read MoreHas Mark Zuckerberg rebranded Facebook, or rebranded VR? What is the metaverse? And can any company decide to build the future anymore?
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What does a mailbox with 351 thousand unread emails say about Bauhaus, the Arts and Crafts movement, and the Metaverse?
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‘Metaverse’ is the buzzword of the moment, yet it doesn’t really exist as more than a label on a whiteboard, and many of the ideas it tries to combine might not happen, or not like that. This might be the new ‘information highway.’ But however it works, some kind of break-out of new devices, new experiences and new kinds of popular culture seems pretty easy to believe in.
Read MoreIn all the enthusiasms, arguments and panics around tech, Apple is the $2tn elephant in the corner, mostly silent and serenely indifferent to the news cycle. It just ships - and it ships market-leading products, with metronomic precision, at massive scale, on a decade-long strategic roadmap. It also likes lecturing its peers. But is there another Jesusphone?
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‘Digital transformation’ sounds like a parody of meaningless tech marketing, but actually captures some pretty interesting and important shifts in big company tech. It’s not as exciting as crypto or AR, and it takes a decade or two, but it’s just as big as smartphones.
Read MorePrivacy is coming to the internet and cookies are going away. This is long overdue - but we don’t know what happens next, we don’t have much consensus on what online privacy actually means, and most of what’s on the table conflicts fundamentally with competition.
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After a decade of arguing, regulators will change Apple’s App Store rules. How much money is involved, what might happen next and, most importantly, who cares? This is a big deal for Spotify, but does it matter to anyone else?
Read MoreUS politicians proposed five tech antitrust bills in June. They’re aggressive and ambitious, and contain some important concerns and ideas. Unfortunately, some of them are also pretty naive - case studies in not doing the work.
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