Microsoft and the Metaverse

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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 … Read more

Meta

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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”, … Read more

Sequoia Productive Capital

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sequoia-productive-capital

Two weeks ago, in The Death and Birth of Technological Revolutions,Jerry Neumann’s overview of Perez’s theory.” rel=”footnote”>1 I puzzled about exactly where we were in the Age of Information and Telecommunications: were we still in the turning point, as Carlota … Read more

Cloudflare’s Disruption

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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 … Read more

Apple’s Mistake

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apple’s-mistake

It was in August 2009, two months after the release of the iPhone 3GS, that the barbarians crashed the gates; from The Online Photographer: The leading photo sharing site, flickr.com, charts the popularity of the cameras used by its membership. … Read more

The Lightness of Windows

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the-lightness-of-windows

From Ian Sherr, writing about last week’s Windows 11 announcement for CNET: When you choose a computer or smartphone to buy these days, you have to pick between several factions. There’s Apple world, which includes the Mac computer, iPhones and … Read more

Cloudflare on the Edge

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cloudflare-on-the-edge

Matthew Prince, at the end of his prepared remarks after Cloudflare’s recent earnings report, related a story from the company’s earliest days: Back in 2010, right before Cloudflare’s first Board meeting and our launch, I got some advice from one … Read more

Non-Fungible Taylor Swift

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non-fungible-taylor-swift

In July 2014 Taylor Swift wrote an editorial in the Wall Street Journal entitled, For Taylor Swift, the Future of Music Is a Love Story: There are many (many) people who predict the downfall of music sales and the irrelevancy … Read more