On Sept. 12, 2016, there was a momentary realignment in the constellation of global business. For the first time, the five largest public corporations in the world by market capitalization were all technology companies: Apple, Alphabet, Microsoft, Amazon.com, and Facebook.

I think Facebook has a lot of work to do to make sure people are seeing meaningful things and not garbage.

Donald Trump won, or he got the majority of the electoral votes, a large majority. I think it would be patronizing to say that the majorities of people in Florida and Ohio, smaller majorities in Wisconsin and Michigan, that they voted for him because they were misled by something on Facebook.

I think the idealism has always been marketing. Even back in the early days of Apple and the 'pirate' mentality, they were building a computer that they wanted to differentiate from IBM and Microsoft.

Uber's issue, I think the biggest one is driverless cars. That could be a complete reset to the business.

A lot of the drawbacks, a lot of the difficulties that Uber has had, have been completely predictable, and they handled them poorly, so by their own standards they made a lot of mistakes, and I think that they would admit that.

The emergence of Uber X was really the most important pivot maybe in the history of Silicon Valley. It's a vast majority of Uber's revenues, and so that flexibility and the rapid growth and the fighting the battles, it's all Travis. You can't take any credit away from him.

I spend a little bit of time exploring why the companies that were doing smartphone ride-hailing before Uber, why they failed.

Until you prove yourself, modeling the behavior of iconoclasts is dangerous.

Uber, and Airbnb to a different extent, implemented the same battle plan. Bezos is an investor in both companies and, to some degree, has relationships with both CEOs. It is not a surprise that they are heirs to Amazon.