I just finished watching this TED talk with Bill Gates. For those of you who are up on their TED talks, this is not the one from five years ago where Bill predicted a pandemic and told us all that we were nowhere near ready.… Read More
Benedict Evan’s latest post on Microsoft, IBM, and anti-trust is excellent. In it he argues (reminds us) that market power during one generation of tech, doesn’t necessarily guarantee market power in the next. And that anti-trust intervention isn’t actually responsible for Microsoft missing out on,… Read More
Software businesses are generally high margin businesses. But along with this feature comes some risks. Here’s an excerpt from a recent post by Scott Galloway (which is actually about FedEx): With any software start-up, there is a non-zero probability that you wake up the next… Read More
This week, Google announced a $1 billion investment in housing across the San Francisco Bay Area. Here is the blog post announcement by CEO, Sundar Pichai. And here are a couple of paragraphs from the post explaining how this is expected to work: First, over… Read More
Today, Microsoft announced that it will be moving its Canadian headquarters from Mississauga to the new CIBC Square development that is currently under construction in downtown Toronto (and rendered above). According to RENX, Microsoft will occupy 132,000 square feet across 4 floors in the first… Read More
Below is a chart from Benedict Evans comparing annual revenue from the Wintel era (Microsoft + Intel) to the current GAFA era (Google, Apple, Facebook, and Amazon). His argument is that, today, “the scale of tech winners” is about 10x what it was during the… Read More
Bloomberg columnist Barry Ritholtz recently interviewed Richard Barton about his startup companies. Barton founded Expedia while he was an executive at Microsoft (Gates and Ballmer era) and then went on to cofound Zillow (real estate site) and Glassdoor (jobs site). I’ve been following the work… Read More
BRANDON DONNELLY 