Why the ‘SaaSpocalypse’ doomsayers are wrong
Every major tech platform shift follows the same pattern: short-term pain for long-term gain
Every major tech platform shift follows the same pattern: short-term pain for long-term gain

And the public private assets paradox

Algorithms ensure that people who click on scams are likely to see more of them

And more on the sentiment puzzle

Hate for a $100 to-do list is misplaced

There are big differences in the level of risk and likely returns of Big Tech’s spending

But it relies on a host of rosy assumptions going in investors’ favour