I have for some time pointed out the negative impact on innovation of the appstore duopoly. Things are getting worse though. With the latest releases of iOS and Android the ability of third party developers to create great experiences are being further curtailed in the name of privacy and battery life. That might be OK if Apple and Google didn’t have their own apps that compete for usage such as maps or transportation, but they do. Apple and Google are using the same playbook that Microsoft a...

I have for some time pointed out the negative impact on innovation of the appstore duopoly. Things are getting worse though. With the latest releases of iOS and Android the ability of third party developers to create great experiences are being further curtailed in the name of privacy and battery life. That might be OK if Apple and Google didn’t have their own apps that compete for usage such as maps or transportation, but they do. Apple and Google are using the same playbook that Microsoft a...

In my personal public markets portfolio I am long a number of robotics companies because I see robotics as one of the big secular trends that’s investible. As we are getting more and more robots in different form factors (including drones and even 3D printers), I am curious whether there is a need for a realtime OS. I would love to hear from folks active in these communities to learn what they are using and what they see as promising. For instance, is anything on this Wikipedia list exciting?...

In my personal public markets portfolio I am long a number of robotics companies because I see robotics as one of the big secular trends that’s investible. As we are getting more and more robots in different form factors (including drones and even 3D printers), I am curious whether there is a need for a realtime OS. I would love to hear from folks active in these communities to learn what they are using and what they see as promising. For instance, is anything on this Wikipedia list exciting?...