It’s easy to say “Break up Big Tech companies!” Depending how politics unfold, the thing might become possible, but figuring out the details will be hard. I spent the last sixteen years of my life working for Big Tech and have educated opinions on the subject. Today: Why and how we should break up Google...

I’d like to see AWS split off from the rest of Amazon and I’m pretty sure I’m not alone. So to help that happen, I’ve drafted a PR/FAQ and posted it on GitHub so that it can be improved. People who know what a PR/FAQ is and why this might be helpful can hop on over and critique the doc. For the rest, herewith background and explanation on the what, why, and how...

I’ve often heard it said that AWS is a major contributor to Amazon’s profitability. How major? Here’s a graph covering the last ten quarters, with a brief methodology discussion:...

I recently read The Myth of Capitalism: Monopolies and the Death of Competition by Jonathan Tepper and Denise Hearn. For a decade or two now I’ve felt the economy is over-concentrated and in recent years I’ve been super-concerned about concentration of market power in the Big-Tech sector where I’ve earned my living. Reading this book has reinforced that concern and been very helpful in introducing new angles on how to think about monopoly. The issue is central to the travails and triumphs of 21st-century Capitalism and if you care about that, you might want to read it too...

Happy new year! Welcome to the first Long Links of 2021; this is a monthly curation of long-form pieces that I, due to being semiretired, have time to read. Probably, most people reading this have less time, but perhaps one or two will add value even for a busy person...