October 2020
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Disney and Integrators Versus Aggregators
Disney’s reorganization reinforces their integrated strategy; there is a lot to learn for anyone competing with Aggregators.
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IBM Splits, IBM Skepticism, IBM and Antitrust
IBM is splitting itself up, and while it makes sense, it is an admission of failure. It’s also a lesson for regulators.
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Anti-Monopoly vs. Antitrust
What matters about the Congressional report on tech and antitrust is that it exists, not the specific details.
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Amazon’s Hardware Event, Ring and Tesla, Luna
Amazon’s Alexa event was notable for how little it featured Amazon; perhaps that is why Tesla and Apple appear to be partners. Plus, the Luna gaming service.
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Snowflake’s S-1, Snowflake vs. the Public Cloud, Snowflake’s Sales & Marketing
A look back at Snowflake’s S-1, and why it is no surprise the company had a successful IPO.