What matters in tech?
Stepping back from the noise, I try to work out what's really happening, what matters, and what it might mean.
 
 
Essays
Featured
Mainframes, ML and digital transformation

‘Digital transformation’ sounds like a parody of meaningless tech marketing, but actually captures some pretty interesting and important shifts in big company tech. It’s not as exciting as crypto or AR, and it takes a decade or two, but it’s just as big as smartphones.

Ads, privacy and confusion

Privacy is coming to the internet and cookies are going away. This is long overdue - but we don’t know what happens next, we don’t have much consensus on what online privacy actually means, and most of what’s on the table conflicts fundamentally with competition.

 
Newsletter
Aug 29, 2021

What mattered in tech this week?

Once a week, I send a newsletter to 160,000 people - what happened in tech that actually mattered, and what it means. I pick out the changes and ideas you don’t want to miss in all the noise, and give them context and analysis.
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Presentations
2021

The Great Unbundling

Every year, I produce a big presentation digging into macro and strategic trends in the tech industry. This year, ‘The Great Unbundling’.
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