Four companies that are getting hammered in the stock market after releasing growth projections that missed expectations; it’s not clear that all of them will come back.
Google Cloud has a new CEO: the news is a surprise at first glance, but may make more sense than it seems. To understand why, look at VMWare, outgoing Google Cloud CEO Diane Greene’s most famous startup.
Amazon’s rumored move into Switches is being framed as being about Cisco, but I suspect it’s about Microsoft. Then, Adobe is making Photoshop for iPad, which benefits from subscriptions.
An interview with Okta CEO Todd McKinnon on the occasion of the company’s developer conference.
Unsurprisingly, no one wants to buy Twitter, which will likely muddle long. Then, Amazon’s deal with VMWare makes a ton of sense for Amazon in particular; the company is also experimenting with convenience stores and music subscriptions.
A correction and follow-up on Spotify, and why the streaming service and the labels need each other. Then, the theory behind Nutanix and hyper-convergence in the data center.
Google is signaling that it is getting serious about the cloud, so success is certain. Or is it? What actually matters in building an adjacent business for a different kind of market?
Three news events from last week — Amazon’s AWS conference, the Pure Storage IPO, and Dell’s plan to buy EMC — make for a text case of disruption in all its forms.