Enterprise
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Tech Earnings, Google’s Earnings, Apple’s China Question
Why tech is crushing the pandemic, then a deeper dive into Google’s earnings and Apple’s issues in China.
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AMD Acquires Xilinx, Microsoft’s Earnings, Teams Wins
AMD’s Xilinx acquisition makes sense, even if it’s a bit boring; Teams, meanwhile, is the clear winner of the cloud integration opportunity.
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Twilio Acquires Segment, What is Segment, An Interview with Twilio CEO Jeff Lawson
Why Twilio bought Segment, and an interview with Twilio CEO Jeff Lawson
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IBM Splits, IBM Skepticism, IBM and Antitrust
IBM is splitting itself up, and while it makes sense, it is an admission of failure. It’s also a lesson for regulators.
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Microsoft and ZeniMax, Microsoft Ignite, Microsoft and COVID
More on Microsoft’s acquisition of ZeniMax and how it fits in with the company’s Xbox strategy, and then a review of the big themes from the company’s Ignite conference.
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Jio Follow-up, Google Cloud Next, Kurian vs. Google
Jio has two big obstacles to success; then, while most didn’t pay attention to Google Cloud Next, the progress Thomas Kurian is making is impressive.
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MongoDB Cloud, MongoDB Versus AWS, MongoDB’s Playbook
MongoDB continues to thrive despite being built on “open source”; it is creating a playbook for other open source companies to follow.