An interview with Coda founder Shishir Mehrotra about documents, go-to-market, and competing with Microsoft, plus bundling, Spotify, and Passport.
An interview with Ramp founder Eric Glyman about Ramp and the historic underpinnings of the fintech industry.
An Interview With Rippling Founder Parker Conrad
Apple, AMD, and Google all delivered great results; margins were the most interesting places for analysis.
Microsoft had great earnings, but had to reassure investors all the same. Plus, new advertising efforts, and why shrinking private valuations help Redmond.
Tracing the evolution of tech’s three eras, and why the fourth era — the Metaverse — is defined by its bifurcation with the physical world.
AWS re:Invent keynote, with new CEO Adam Selipsky, charted a different path than that taken by Andy Jassy. Plus, the new announcements that caught my eye.
Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity
Cloudflare’s new storage offering is potentially disruptive both economically and strategically.
Virtual reality may be more compelling in the enterprise than the consumer space; Facebook’s new product shows why — if it can overcome the Facebook factor