Google and Ambient Computing

Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed, but faces challenges both in the marketplace and in the mirror.

What Is a Tech Company?

The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.

Cloudera and Pivotal, Box and Zuora

Four companies that are getting hammered in the stock market after releasing growth projections that missed expectations; it’s not clear that all of them will come back.

Apple Earnings, Apple the Services Company (for Real!)

Apple’s earnings were definitely weak in China, but the rest of the world wasn’t great either. No wonder the company is pivoting so strongly into services — and there is upside.

Satya Nadella on Microsoft

A transcript of a talk Satya Nadella gave on Microsoft to a small group of journalists.