The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.
BuzzFeed Followup, The Future is Niche, Atlassian and Bing
BuzzFeed’s relative scale problem, and why venture capital doesn’t make sense for content, because the future is niche. Plus, important follow-up on Bing and Atlassian.
China Blocks Bing; Tencent, China, and Apple; Atlassian Earnings
China blocks Bing, which raises more questions for the most successful foreign service provider in China: Apple. Then, Tencent gets some games approved, and how Atlassian and Netflix are similar.
Distinguishing Regulation, Is the Internet Different?, Reasons for Skepticism
Follow-up on The State of Technology in 2018: the different types of regulation, whether or not the Internet is different, and why consumer tech companies may be weaker than they seem.
MoviePass, Finally; Value Chains and Unit Costs; Atlassian and Slack
Finally, the MoviePass breakdown so many have been asking for; then, another story to catch-up on, about Atlassian, Slack, and leadership.
The Dropbox Comp
Dropbox has filed its S-1, but comparisons with Box, Atlassian, and Slack demonstrate how difficult it is to tell just how good its business is.
The Future of Enterprise Software, Atlassian Earnings, An Interview with Scott Farquhar
What does the future of enterprise software look like? Atlassian has an idea, so I interviewed their CEO.
Atlassian Buys Trello, Yahoo => Altaba
Atlassian acquired Trello in a deal that makes sense for Atlassian and also signifies increased consolidation in productivity software; then, Yahoo is nearly finished: the company was more important than we remember.
Atlassian’s IPO and the Evolution of Dev Tools, Facebook Open-Sources Machine-Learning Hardware, Microsoft Open-Sources Chakra
More open-source news warrants a discussion about why exactly open-source matters for strategy.
Atlassian Files for IPO, Square Prices IPO Below Last Round
Atlassian is a very remarkable company, particularly from a financial perspective. In fact, they may be so unique that they are one of a kind — and that has risks. Plus, most folks are drawing the wrong lessons from Square’s IPO pricing.