Software as a Service
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Apple’s Business Model, Privacy, and Developers; Chip Industry Structure; Stripe Sigma
Apple’s business model lets the company sell privacy, but privacy shouldn’t compromise the business model. Plus, why developers can (still) deepen Apple’s moat, and how the chip, payments, and even publishing industry are similar.
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Apple’s Strengths and Weaknesses
Both Apple’s strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.
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Boring Google
Google’s I/O was exactly what you would expect from Google, and that’s a great sign for the company.
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WannaCry About Business Models
WannaCry is yet another systematic breakdown in security: the blame, though, is less with Microsoft and end users — nor the government — but rather a mismatched business model.
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Mulesoft IPO, Okta S-1, Cohort Analysis in S-1s
Mulesoft and Okta are two examples of companies that are not just software-as-a-service companies themselves, but enablers of more. That should make traditional vendors nervous.
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Microsoft Teams Launches, Integration Versus Hybrid, Complexity and Strategy
Microsoft Teams has officially launched, and the batter with Slack is as fascinating as ever. Indeed, it is perhaps the most compelling battle in all of enterprise software.
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Blocking and Tackling, Breaking Down the BBC Interview, Medium and Going Viral
A follow-up on Google Next and the definition of “Blocking and Tackling”, then, Ben went viral, and lessons learned
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Google Next, Box Earnings
The Google Next keynote was lacking in vision, but Google still has a big opportunity. Then, Box seems to have turned the corner, validating their approach. Will more modern sales approaches work as well?
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Slack Launches Slack Grid, An Interview with Stewart Butterfield
Slack launched its long-awaited enterprise product, and an interview with CEO Stewart Butterfield explains why the company’s vision is even more expansive than you might realize.
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Google Earnings and Mobile Questions, Google Optimism, Microsoft Earnings
Google’s earnings raise more questions about just how well their mobile business is doing, but there is reason for optimism. Then, Microsoft continues to execute.