Amazon is vulnerable right now, to regulators, to Walmart, to its employees and customers.Get off your yacht and fix it,...
Read moreDetailsOver time players go where the money is. The money is here. Once Americans realize that the sport is moving...
Read moreDetailsMoney talks. Its sound is only going to grow louder over the next few years.We’ll wake up to find fewer...
Read moreDetailsWelcome to the first big hype cycle of the 2020s.
Read moreDetailsAmazon is too big and too diverse to be run by one dude. Put a positive public face on each...
Read moreDetailsThis is the way the business world works. You see things start, you see things grow, then they stop growing...
Read moreDetailsIf I am pressed for an investment leading to the next boom, as the cloud led to the last one,...
Read moreDetails“The limits to the streaming market are time and, to a lesser extent, money,”
Read moreDetailsClouds aren’t enough. Even cloudless clouds aren’t enough. A middle layer is needed in cloud before low latency can scale....
Read moreDetailsThere will be funerals for the movie business, then the TV business. They’ll look just like the funerals for the...
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