Sublime

If a company has market dominance, and it adds a feature to its product that is someone else’s entire business, this is inherently unfair, but life is unfair - does it follow that it’s bad, and that we should we do something about it, and if so, what?

Tech’s Yin and YangThat there are two philosophies does not necessarily mean that one is right and one is wrong: the reality is we need both. Some problems are best solved by human ingenuity, enabled by the likes of Microsoft and Apple; others by collective action. That, though, gets at why Google and Facebook are fundamentally more dangerous: coll... See more

-Direct Relationship with Users

Many software companies are started opportunistically, so their product roadmaps are evolutionary. But the CEO and co-founder Parker Conrad built Rippling through intelligent design. Each product has a whitepaper, each funding round has a written memo. Releasing these memos publicly means Rippling is unafraid of competition: if you give your produc... See more

All of this is a long way of explaining why I was relatively underwhelmed by last week’s announcement of Apple One. Apple One includes Apple Music, Apple TV+, Apple Arcade, and iCloud storage, for either individuals or families; Apple Premier adds on Apple News+ and Apple Fitness+.

Web3 teams have an opportunity to learn from and improve on the strategy of commoditizing the complement. In this essay, we’ll discuss why building and commoditizing a product on top of a user-owned protocol offers maximum leverage to execute this strategy, with potential for stronger economic equilibriums that drive growth, and value, beyond that ... See more

Microsoft is still capturing the majority of the value in productivity. Google is capturing almost zero right now in terms of the dollars being spent by enterprises and individuals on productivity. Amazon is just taking a tax on everybody else.