What Is a Tech Company?

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.

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.

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 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.