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.

Box and Google Cloud Vision, An Interview with Box CEO Aaron Levie

Box has made a deal to offer Google’s Vision AI services to its customers; is there space to be the intermediary between technology providers and end users? Box CEO Aaron Levie answers those questions and more.

Google Next, Box’s Earnings

The Google Next keynote was lacking in vision, but Google still has a big opportunity. Then, Box seems to have turned the corner, validating their approach. Will more modern sales approaches work as well?

Microsoft SQL Server to Run on Linux, Box’s Great Quarter

Windows is truly dead at Microsoft, as SQL Server will soon run on Linux. Meanwhile, Box had a great quarter, underlying the fact that SaaS economics work — and what happened to Windows Server helps explain why.

Battle of the Box, Updated; Apple Enables Ad-Blockers

A year ago I compared and contrasted Box and Dropbox; both have taken very different paths over the last year, and in light of Box’s earnings and recent Dropbox news I check back in on their progress. Also, Apple and ad-blockers.

Daily Update: Google to Become MVNO?, Samsung vs Qualcomm, Box Prices IPO

Good morning, I just posted a new episode of Exponent that follows up on last week’s copyright discussion, discusses The End of Trickle-Down Technology, and reviews Microsoft’s event. Do note that we recorded before I wrote yesterday’s update, so my thoughts weren’t as fully formed. On to the update: Google to Become MVNO? Amir Efrati […]

Daily Update: Christmas Gifts for Startups

Good morning, Happy New Year! As I noted last week, The Daily Update is on a reduced schedule for these two weeks, with updates on Mondays and Tuesdays only. There will be no update from December 31-January 2. The regular daily schedule will resume on Monday, January 5. Today continues Christmas gifts for tech companies: […]

Daily Update: Box Updates S-1 (and Look Great), Instagram Passes 300 Million, Microsoft Acquires HockeyApp

Good morning, According to Panic, Apple changed its mind about Transmit’s ability to add external files to iCloud Drive. This is certainly a positive development, and while I might be biased, I think it actually fits with what I wrote on Wednesday: a major stink was raised, alerting Apple’s engineering team to the issue, and […]

Daily Update: The Player’s Tribune and Corporate Journalism, Box Delays IPO, Rovio Layoffs

Good morning, I’m planning to write about the Paypal spinoff later today, so keep an eye out for that. On to the update: The Player’s Tribune and Corporate Journalism Over the last few weeks there have been a number of widely-shared articles despairing about the spread of corporate journalism, including this long piece in the […]