Software as a Service
-
Dropbox Kills Carousel and Mailbox, Facebook Kills Creative Labs
Dropbox finally focuses on business, while Facebook realizes it’s a big company now.
-
Google and the Shift From Web to Apps, Indexing App-Only Content, Streaming Apps
Phase one of the shift from web to apps was a problem for Google, but a solvable one. Phase two, though, is much more of an existential threat.
-
Google Hires Diane Greene, Google the Cloud Company?
Google is signaling that it is getting serious about the cloud, so success is certain. Or is it? What actually matters in building an adjacent business for a different kind of market?
-
Atlassian Files for IPO, Square Prices IPO Below Last Round
Atlassian is a very remarkable company, particularly from a financial perspective. In fact, they may be so unique that they are one of a kind — and that has risks. Plus, most folks are drawing the wrong lessons from Square’s IPO pricing.
-
Amazon’s Transformation, Continued; Microsoft’s Transformation…and Threat
As predicted last quarter, AWS is increasingly the engine driving Amazon’s financial results. However, there is evidence the e-commerce side is changing as well. Then, Microsoft has completely changed itself over the last few years, but the company is not out of the woods just yet.
-
Dropbox Paper, Dropbox’s Missed Opportunities, Google Apps Stagnation
Dropbox just announced a major new product, Paper. However, I think it is far too little far too later. Meanwhile, Google is using pricing gimmicks for Apps, which speaks to how little the core product has evolved.
-
AWS Re:invent, Pure Storage IPOs, Dell to Buy EMC; Enterprise Disruption; Dell’s Logic
Three news events from last week — Amazon’s AWS conference, the Pure Storage IPO, and Dell’s plan to buy EMC — make for a text case of disruption in all its forms.
-
Microsoft’s Hardware Event, Satya Nadella Versus Windows, The Surface Strategy
Microsoft’s hardware event was very compelling on multiple levels: what it said about Windows, what it said about Microsoft, and what it said about Satya Nadella.
-
China O2O and Unit Economics; The Fallout — Or Not — Of a Chinese Internet Crash; Uber, Postmates, Shyp, Instacart
The Wall Street Journal says China’s O2O industry may be crashing, something that comes as little surprise to many observers. However, does that mean Silicon Valley should be worried? Plus, how to think about Uber, Postmates, Shyp, and Instacart