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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, effective immediately. Parag Agrawal, Twitter’s chief technology officer, will take over the helm, the company said Monday. Shares of Twitter closed down 2.74% on the day. Dorsey, 45, was serving as both the CEO of Twitter and Square, his digital payments...

Unity, Weta, and Faceless Platforms

At the beginning of a video announcing Unity’s acquisition of Weta Digital, Peter Jackson, filmmaker extraordinaire and the founder of Weta, and Prem Akkaraju, the CEO of Weta Digital, explained why they were excited to hand Weta Digital over (beyond, of course, the $1.63 billion): Peter Jackson: We knew that digital effects offered so much possibility...

Microsoft and the Metaverse

It’s certainly the question of the season: what is the Metaverse? I detailed the origin of the term in August; that, though, was about Neal Stephenson’s vision and how it might apply to the future. For the purpose of this Article I am going to focus on my personal definition of the Metaverse, how I think it will come to market, and explain why I think...

Meta

The obvious analogy to Facebook’s announcement that it is renaming itself Meta and re-organizing its financials to separate “Family of Apps” — Facebook, Messenger, Instagram, and WhatsApp — from “Facebook Reality Labs” is Google’s 2015 reorganization to Alphabet, which separated “Google”, including the search engine, YouTube, and Google Cloud, from...

Sequoia Productive Capital

Two weeks ago, in The Death and Birth of Technological Revolutions,1 I puzzled about exactly where we were in the Age of Information and Telecommunications: were we still in the turning point, as Carlota Perez, the author of Technological Revolutions and Financial Capital believes; into the Synergy phase of Deployment, where society re-organizes itself...

The Death and Birth of Technological Revolutions

What was especially remarkable about Carlota Perez’s Technological Revolutions and Financial Capital was its timing: 2002 was the middle of the cold winter that followed the Dotcom Bubble, and here was Perez arguing that the IT revolution and the Internet were not in fact dead ideas, but in the middle of a natural transition to a new Golden Age. Note:...

Facebook Political Problems

Stratechery provides analysis of the strategy and business side of technology and media, and the impact of technology on society. So begins my about page, and there is no company that expands to fill the space afforded by that description quite like Facebook. This does, on one hand, provide for endless amounts of content, much of which, frankly, I...

Cloudflare’s Disruption

From Protocol: Cloudflare is ready to launch a new cloud object storage service that promises to be cheaper than the established alternatives, a step the company believes will catapult it into direct competition with AWS and other cloud providers. The service will be called R2 — “one less than S3,” quipped Cloudflare CEO Matthew Prince in an interview...

The Apple v. Epic Decision

The vast majority of Judge Yvonne Gonzalez Rogers decision in Epic v. Apple is both straight-forward and predictable; I wrote that the iPhone company would likely win when the lawsuit was filed, and argued that the law was firmly on Apple’s side in App Store Arguments. That is indeed what happened: Apple won, and it wasn’t particularly close; Epic has...

Tech Epochs and the App Store Trap

Matthew Brooker, writing for Bloomberg Opinion, is worried about Xi Jinping leading China into a trap: The middle-income trap describes how economies tend to stall and stagnate at a certain level of development, once wages have risen and productivity growth becomes harder. Relatively few make the transition to high-income status. The history of...

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