Cloudflare and the Art of Breaching Moats

Cloudflare founders Matthew Prince and Michelle Zatlyn (image)

The company could seek rent. Instead, it finds false market barriers and merrily breaches them.

(Cross posted from NewCo Shift)

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Governance, Technology, and Capitalism.

Or, Will Nature Just Shrug Its Shoulders?

If you pull far enough back from the day to day debate over technology’s impact on society – far enough that Facebook’s destabilization of democracy, Amazon’s conquering of capitalism, and Google’s domination of our data flows start to blend into one broader, more cohesive picture – what does that picture communicate about the state of humanity today?

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If Software Is Eating the World, What Will Come Out the Other End?

So far, it’s mostly shit.

Seven or so years ago, a famous VC penned a manifesto of sorts. Writing at a time the world was still skeptical of the dominance to which his industry has now ascended (to think, such a time existed, and so few years ago!), Marc Andreessen had a message for the doubters, the naysayers, and the Wall St. analysts who were (credibly!) claiming that his investments amounted to not much more than a bubble:

Software, he claimed, was eating the world.

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Dear Marc: Please, *Do* Get Involved

The Los Angeles Times was the first newspaper I ever read – I even attended a grammar school named for its founding family (the Chandlers). Later in life I worked at the Times for a summer – and found even back then, the great brand had begun to lose its way.

I began reading The Atlantic as a high schooler in the early 1980s, and in college I dreamt of writing long form narratives for its editors. In graduate school, I even started a publication modeled on The Atlantic‘s brand – I called it The Pacific. My big idea: The west coast was a huge story in desperate need of high-quality narrative journalism. (Yes, this was before Wired.)

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Social Media Too Shall Pass

At dinner last night with my wife and our 14 year-old daughter, I noticed a circular table of four teenage girls eating alone. They were about the same age as my daughter, who wasn’t exactly thrilled to be stuck with her parents as company on her first weekend of the school year. As we ate, I paid attention to the group’s dynamics, imagining them to be a possible reflection of what my daughter would be doing once she started going out alone with friends in New York City.

The most striking characteristic of the group was how they used their phones. The default position for each of them – their resting state, if you will – was to hold  their device at chin level while gazing into the blue grip of its screen. They looked away only to point out something happening on that screen – at no time during an hour or so of observation did any of them put their phones down to simply talk to one another.

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Facebook, Twitter, and the Senate Hearings: It’s The Business Model, Period.

“We weren’t expecting any of this when we created Twitter over 12 years ago, and we acknowledge the real world negative consequences of what happened and we take the full responsibility to fix it.”

That’s the most important line from Twitter CEO Jack Dorsey’s testimony yesterday – and in many ways it’s also the most frustrating. But I agree with Ben Thompson, who this morning points out (sub required) that Dorsey’s philosophy on how to “fix it” was strikingly different from that of Facebook COO Sheryl Sandberg (or Google, which failed to send a C-level executive to the hearings). To quote Dorsey (emphasis mine): “Today we’re committing to the people and this committee to do that work and do it openly. We’re here to contribute to a healthy public square, not compete to have the only one. We know that’s the only way our business thrives and helps us all defend against these new threats.”

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