Enterprise
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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.
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Prince, Bowie, and Beyoncé; Google’s Margin Squeeze; Microsoft’s Miss
Prince and David Bowie both understood the Internet, but took drastically different approaches. Then, Google’s business is fine, but it has almost certainly peaked, and the company could learn something from Microsoft about managing expectations.
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Microsoft SQL Server to Run on Linux, Box’s Great Quarter
Windows is truly dead at Microsoft, as SQL Server will soon run on Linux. Meanwhile, Box had a great quarter, underlying the fact that SaaS economics work — and what happened to Windows Server helps explain why.