On Exponent, the weekly podcast I host with James Allworth, we discuss Chat and the Consumerization of IT. Listen to it here.
Workplace by Facebook, Why Facebook Should Buy Okta, The Oculus Connect 3 Keynote
Workplace by Facebook is very compelling, but success will require full-on commitment from both Facebook and adopting companies. Plus, if Facebook is serious about enterprise they should buy Okta, and why Mark Zuckerberg’s vision for VR makes me uneasy.
Chat and the Consumerization of IT
What does the consumerization of IT even mean? Workplace by Facebook, Skype Teams from Microsoft, and Slack offer three definitions.
Twilio’s Secondary Offering, Samsung Discontinues Note 7, Is Google Assistant Exclusive?
Twilio’s secondary offering reveals another reason why the IPO process won’t change. Then, Samsung’s Note 7 is officially a disaster that will hurt the company for a long time. Google may benefit, but is the Assistant really an exclusive?
Coupa IPOs — and Pops, Why (Most) IPOs are Under-Priced, Why the IPO Process Doesn’t Change
The latest tech IPOs are all popping in price: are banks screwing startups? In fact, I think it is not a big deal, and may even help startups. Regardless, it is very unlikely to change.
Exponent Podcast: Google’s New Business Model
On Exponent, the weekly podcast I host with James Allworth, we discuss the history of Android and why Google’s new phone signifies such a profound shift for the company. Listen to it here.
Why Google’s Pixel-Android Strategy is Smart, Samsung Buys Viv, Google Home
It seems odd that Google is keeping Android at arms’ length from the Pixel Phone, but that is because Google’s goal is a different sort of product than the iPhone. It also explains why Samsung brought Viv. Plus, Google Home and Google’s integration.
Google and the Limits of Strategy
Google went wrong in the past by abandoning their horizontal business model; are they repeating their mistake, or does the future give them no choice?
Facebook Marketplace and Craigslist, Marketplace Potential, What is Facebook?
Facebook launched Marketplace, which is fairly described as a Craigslist competitor. The potential, though, is greater; what is even more interesting is what this says about Facebook’s perception of itself.
Spotify Follow-up, Nutanix and Hyper-Convergence, The Conservation of Attractive Data-Center Profits
A correction and follow-up on Spotify, and why the streaming service and the labels need each other. Then, the theory behind Nutanix and hyper-convergence in the data center.