Enterprise
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Amazon Re:Invent; Google vs AWS vs IBM vs Microsoft; Stratechery Gifts, Schedule, Subscription Switching
Some Stratechery announcements around gifts, schedule, and subscription switching, then a reminder that AWS is still the clear leader in the cloud, and why Google has a customer service challenge
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How Google Is Challenging AWS
AWS seems to have a dominant position in enterprise computing, but Google is trying to change the rules to favor their inherent strengths.
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Workplace by Facebook, Why Facebook Should Buy Okta, The Oculus Connect 3 Keynote
Workplace by Facebook is very compelling, but success will require full-on commitment from both Facebook and adopting companies. Plus, if Facebook is serious about enterprise they should buy Okta, and why Mark Zuckerberg’s vision for VR makes me uneasy.
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Oracle’s Cloudy Future
Larry Ellison has declared that Oracle is a cloud company, but their customer offering seems more suited to the world that was.
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Uber-Didi Follow-up, SalesForce Buys Quip
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.
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Microsoft and Apple Double Down
Both Microsoft and Apple made news yesterday, and while one was unexpected and the other predictable, both are effectively doubling down on their strategies. And both may not matter.