ticker:AMZN
Amazon.com, Inc. — global e-commerce and cloud-computing leader (Amazon Web Services), operating online retail, digital media, advertising and logistics.
How does the Internet work? Part 1: Network Tiers (1, 2, 3)
Networks fall into three tiers based on a simple question: Can they reach the entire internet without paying anyone?
Tech Stack — Weekly Briefing (Nov 2–8, 2025)
Your weekly pulse check on the moves shaping technology and business.
Vodafone Germany is changing the open internet — one peering connection at a time
The telecom giant claims its exit from public internet exchanges will give customers "lower latencies." Is putting in the middleman (inter.link) achieving this? After some consideration, that might actually work.
Tech Stack — Weekly Briefing (Oct 26-Nov 1, 2025)
Your Saturday briefing on the week that shaped technology
Tech Stack — Weekly Briefing (Oct 19-25, 2025)
Your Saturday briefing on the week that shaped technology
Tech Stack — Weekly Briefing (Oct 12-18, 2025)
Your Saturday briefing on the week that shaped technology
The Stripe IPO that isn't coming (yet)
Stripe hit $106.7B valuation and first-ever profitability in 2024, processing $1.4T in payments. Yet founders say "no near-term IPO." Why the most anticipated tech IPO keeps delaying—and what it means for 150+ zombie unicorns trapped behind it.
AlphaFold: How DeepMind Built a $3B Business by Open-Sourcing Everything
DeepMind just won the Nobel Prize for solving protein folding with AlphaFold. More interesting: they gave away 214 million protein structures for free, then turned around and signed $3 billion in pharma deals. Here's how the technical breakthrough works, why the business model is genius, and what opportunities
The $7 trillion datacenter gold rush: who wins and who loses
The world is building datacenters at a pace that makes the 1990s internet boom look quaint. By 2030, the industry will have invested $7 trillion globally in what amounts to the largest infrastructure buildout in human history. This isn't just growth—it's a fundamental rewiring of
Databricks IPO: The AI data giant at peak bubble or perfect timing?
Databricks has emerged as the most valuable private technology company globally, reaching a $100+ billion valuation in September 2025 while generating over $4 billion in revenue with remarkable 50%+ growth. The company is strategically delaying its IPO until market conditions optimize, targeting 2025-2026, despite being operationally ready with positive free