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Concepts

Software as a Service

  • 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.

  • Microsoft Teams versus Slack, Facebook Earnings

    A follow-up on Microsoft Teams and Slack after having used the former; then, Facebook’s Earnings were more concerning than expected.

  • Slack and the Macintosh, Microsoft Teams, Slack’s Ad

    Slack made Microsoft’s Teams announcement much more exciting with a taunting ad in the New York Times, an echo of Apple’s ad welcoming IBM to the PC. That may not be the precedent that Slack wants.

  • Apple Should Buy Netflix

    The fact Apple’s ‘TV’ app doesn’t have Netflix shows who has the leverage; Apple should just buy in.

  • AT&T-Time Warner Followup, The New York Times Acquires The Wirecutter, Microsoft Earnings

    Follow up on AT&T’s acquisition of Time Warner, including why AT&T is different than Time Warner Cable and my problems with zero rating. Then, the New York Times bought The Wirecutter, and Microsoft had great earnings (as expected)

  • 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.

  • Chat and the Consumerization of IT

    What does the consumerization of IT even mean? Workplace by Facebook, Skype Teams from Microsoft, and Slack offer three definitions.

  • 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.

  • Google, Uber, and the Evolution of Transportation-as-a-Service

    The competition between Uber and Google has broken out into the open: who has the advantage in the evolution of transportation-as-a-service, and who will likely win?

  • 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.