China’s big hack. 

You may have seen some headlines about China managing to slip extra chips onto servers operated by Apple, Amazon and other US tech companies. This is a link to the Bloomberg piece with the original reporting that’s worth a read. It reinforces my view that internet security is a myth. learn more

The scale of tech winners. 

When I’m thinking about giant tech companies, it’s easy for me to conflate all the giants together. Ben Evans (a16z) relieves me of this misconception by highlighting the massive scale difference between past tech giants (i.e. IBM and Wintel) and today’s winners (Google, Apple, Facebook, Amazon). learn more