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Oct 7, 20202 min read

It's Platforms All the Way Down

Sep 1, 20203 min read

Celebrating 10 Years of Heller House

Jul 20, 20205 min read

Software's Infinite Leverage

Feb 21, 202015 min read

Twilio's Master Plan

Feb 20, 202010 min read

GEICOs of the 21st Century

Jan 15, 20203 min read

The Big TV Ad Shift

Jan 14, 20209 min read

We ❤ Slack

Jan 13, 202010 min read

Shopify's Ambition

Jan 10, 202010 min read

Ecosystems Squared

Jan 9, 20207 min read

What Good is Facebook Libra?

Jan 7, 202014 min read

The World in Ten Years

Jul 26, 20195 min read

Amazon’s Fulfillment Upside

May 14, 20192 min read

It’s Not Time to Break Up Facebook

Nov 20, 20188 min read

Facebook’s New General

Nov 19, 20182 min read

Forcing Functions Win the War

Nov 8, 20182 min read

October’s Upside-Down Market

Oct 23, 20186 min read

“I’m waiting for a pullback”

Oct 1, 20185 min read

Is VR the Future of Computing?

Aug 27, 20185 min read

Facebook’s Great Reset

Aug 10, 20182 min read

On Avoiding “Technology”

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