Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Agent Infrastructure’s Moment
April 10, 2025, 6:05 p.m.
Identity Crisis: Breaking down the emerging identity stack
Oct. 16, 2024, 3:31 p.m.
Cloud 2.0: The Serverless Revolution: The $200B opportunity ahead for serverless platforms (co-authored with Glenn Solomon)
Nov. 29, 2023, 5:10 p.m.
The Emerging AI Security Opportunity: The AI revolution is here. What does that mean for security teams?
May 31, 2023, 7:49 p.m.
Data Apps in Practice: Cybersecurity on Snowflake
Aug. 25, 2022, 5:02 p.m.
Cloudflare and the Edge-First Web
July 6, 2022, 5:16 p.m.
The Biggest Prize in Software
April 14, 2022, 4:02 p.m.
Coming soon
March 24, 2022, 5:13 a.m.