Microsoft’s Build was good for what it had — and what it didn’t, even accidentally. Microsoft’s future is about meeting real business needs, not wowing customers. Plus, an interview with Microsoft CEO Satya Nadella.
Microsoft, Slack, Zoom, and the SaaS Opportunity
The Zoom and Slack IPOs show what Microsoft is missing in its growth story: a way to acquire new customers.
Microsoft Earnings, Microsoft’s Growth Opportunities, Facebook Earnings
Microsoft is a trillion dollar company, and has more growth opportunities than ever; Facebook, meanwhile, remains firmly in control of its own destiny when it comes to driving revenue growth in the long run.
Google Cloud Next, Anthos, Google Cloud and Open Source
The Google Cloud Next keynote was a big improvement: Google Cloud is focusing on its go-to-market strategy, and building products that make tactical sense relative to AWS.
Pinterest S-1, Zoom S-1, The Enterprise-Consumer Flip-Flop
Pinterest’s S-1 shows why too much funding can be bad for startups, while Zoom’s S-1 shows the benefits the come from being great. That, by extension, is a result of the enterprise and consumer markets flip-flopping.
Box Earnings, Box’s Microsoft Problem, Dropbox Earnings
Box’s earnings are being framed in the context of Dropbox, but the real competitor is Microsoft. Dropbox, meanwhile, is charting a different path.
The AWS Question, Facebook and Unity, HoloLens 2
How Amazon’s success with AWS make sense in the context of The Value Chain Constraint, and why Oculus and Facebook do not. Plus, why Microsoft’s approach to HoloLens 2 makes sense.
The Value Chain Constraint
Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.
Satya Nadella on Microsoft
A transcript of a talk Satya Nadella gave on Microsoft to a small group of journalists.
AWS, MongoDB, and the Economic Realities of Open Source
Amazon’s latest offering highlights the economic challenges facing open source companies — and Amazon should pay attention.