The Great Siege of Qualcomm: How Three Waves of Assaults on Qualcomm from 2013 to 2020 Helped Strengthen US Technology Leadership – Part 1

Looking at how healthy and well-positioned Qualcomm is today, especially as a decade of R&D investments and fundamental technology bets are beginning to bear fruit with the commercialization of 5G, it would be easy to forget how many challenges the San Diego tech giant has managed to overcome over the course of the past seven […]
Why “YouTube is Too Big to Fix Completely” is not an Acceptable Answer from a CEO

I like Google. A lot. And I also happen to like Google’s CEO, Sundar Pichai as well, so writing this post doesn’t spark joy. Before I begin, let me say that no company is perfect. No CEO is either, and that’s okay. In the age of outrage, it is worth repeating as many times as […]
In Absence of Clarity, Chaos: How an Executive Order Focused on Technology Security Could End Up Harming US Technology Leadership

Before I begin, rest assured that this is not a political post. Please don’t read any partisan or political views into any of my arguments here. This post is meant to be an objective analysis of an executive order and its potential impact on technology markets. Now that my political disclaimer is out of the […]