Free Post Newsletter Capitalism Deformed? Capitalism cannot innovate without investing. So Venture does not deform capitalism. It enables it.
Free Post Newsletter Should Facebook Ban Bannon? "To be, or not to be, that is the question: Whether 'tis nobler in the mind to suffer The slings and arrows of outrageous fortune, Or to take arms against a sea of troubles And by opposing end them."
Free Post Newsletter After Trump The end of Intel should be as smooth as the end of Trump. Both the Whitehouse and Apple will be fine.
Free Post Newsletter Playing With Fire This week I highlight contributions from a wide range of points of view. Some call for the modification of Section 230. Others want it to remain untouched. Some want it ended altogether.
Free Post Newsletter Tech to Titans: Please Don't Kill the Internet Are the Tech Titans Caving in to the Republican Party?
Free Post Newsletter All Change in Silicon Valley I’m drawn to Bill Gurley again this week. He has been relentless in calling out the Investment Banks for “stealing” money from founders and employees’ pockets. He does not mince words.
Free Post Newsletter Elections, Rejections & the FCC What is the alternative to this open approach? It can only be that some people designate themselves as more capable of truth than others and impose that truth on everybody. Such a 'benevolent', big brother, brave new world, approach goes against any sense of freedom and democracy.
Free Post Newsletter Don't Trust Anti-Trust Who stands for progress any more and human agency as the way to achieve it? Not the House Democrats it would seem.
Free Post Newsletter ChinAmerica - Two Nations, One World - Our Common Future The US and China are heavily interconnected economies. Their future is together in a connected World. TikTok is a false signal of the future.
Free Post Newsletter Snowflake, Sumo and 3 SPACs This week Chamath Palihapitiya announced that he has 3 more SPACs set up and ready to go. These SPACs are vehicles to enable a company to go public, and get cash, without an IPO. Instead of gifting cash to the friends of Morgan Stanley this method gifts cash to Chamath and his friends.
Free Post Newsletter Who Agrees with Apple? It seems as if the kitchen is getting too hot for some of Apple's former friends, especially MG Siegler. While Fred Wilson, never really a friend, is pleading on behalf of his portfolio for Apple to stop being so....well, capitalist.
Free Post Newsletter Apple's War on Facebook, Instagram and Google The war between Apple and advertising-led platforms is a war between business models. On the one hand, clickbait and ad revenue and on the other subscription and pay as you go.
Free Post Newsletter Two Tribes Go To War - DC versus Silicon Valley The anti big-tech stance of DC is a replacement for any genuinely innovative or progressive outlook from either of the main political parties. Shame on both of them.
Free Post Newsletter Andreessen to Gurley - "Spac-Off!" A very public fight between two Venture Capital titans over how a company should go to the public markets. Andreessen tells Gurley to SPAC Off!
Free Post Newsletter Epic Fail. Apple: Big But Not Bad. We live in strange times. Apple's stock valued the company at over $2 Trillion this week. A reason to celebrate you might think. A company created, famously, in a garage by 2 young men, has grown to be a world leader. But in today's world it appears that big is bad.
