Salesforce – Page 4 – Stratechery by Ben Thompson

Nobody Wants Twitter, VMware Cloud on AWS, Amazon Convenience Stores and Amazon Music Unlimited

Monday, October 17, 2016

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.

Chat and the Consumerization of IT

Wednesday, October 12, 2016

What does the consumerization of IT even mean? Workplace by Facebook, Skype Teams from Microsoft, and Slack offer three definitions.

Uber-Didi Follow-up, SalesForce Buys Quip

Tuesday, August 2, 2016

More on Uber and Didi, and why the evaluation of this deal depends on the lens you use. Then, why Salesforce bought Quip, and what that says about both enterprise startups and Salesforce versus Microsoft.

Amazon Echo Expands, The Nest Failure, Microsoft and Slack

Monday, March 7, 2016

There are a lot of useful lessons to draw from Amazon Echo’s early success, particularly when placed in contrast to Google’s Nest. Microsoft should pay heed if in fact they had a chance to buy Slack.

Voters Decide Follow-up, Slack Raising Money, Quitting Slack

Thursday, March 3, 2016

Follow up on my article about Aggregation Theory and politics, and then a discussion of the import of Slack’s latest fundraising and why “Quitting Slack” stories aren’t representative.

Slack Follow-up, The WeChat Platform, Uber and Facebook Messenger

Thursday, December 17, 2015

More on Slack’s platform opportunity, which can be compared to what WeChat has already accomplished in China. That said, the fact way that China is truly mobile-first means that it’s likely that no one — including Facebook Messenger — will fully imitate WeChat’s model.

Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything

Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything

The Duo Review

Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses

An Interview with Craig Moffett About SpaceX and Bubbles

Netflix Earnings, Business or Franchise, Disney’s Deal

Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything

The Duo Review

Aday Mara and the OKC Woodchipper, An Emergency Celtics Panic Watch, Silver Appreciation(???) and Laker Dreams

An Interview with Craig Moffett About SpaceX and Bubbles