2019
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Exponent Podcast: A Perfect Meal
On Exponent, the weekly podcast I host with James Allworth, we discuss Microsoft, Slack, Zoom, and the SaaS Opportunity. Listen to it here.
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Google IO Follow-up, Linux on Windows, Microsoft’s Developer Strategy
More on Google’s I/O keynote, particularly about how the company is well-positioned for a privacy-centric world. Then, Microsoft is doing an excellent job of appealing to developers.
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Google Fights Back
At Google I/O, Google was the opposite of defensive: the company set out to make the case that its approach made for better products that makes people’s lives better
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Microsoft Build, Microsoft’s Strategic Clarity, An Interview with Microsoft CEO Satya Nadella
Microsoft’s Build was good for what it had — and what it didn’t, even accidentally. Microsoft’s future is about meeting real business needs, not wowing customers. Plus, an interview with Microsoft CEO Satya Nadella.
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Apple Earnings, Google Earnings, Amazon Earnings
Apple, Google, and Amazon’s earnings all showed fundamental weaknesses in the consumer market; perhaps these companies are not all-powerful.
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Microsoft, Slack, Zoom, and the SaaS Opportunity
The Zoom and Slack IPOs show what Microsoft is missing in its growth story: a way to acquire new customers.