Software as a Service
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Google I/O: Android and Serving the World; Photos, Google Now, and the World’s Information; Google’s Turning Point
Google’s IO keynote had three parts: the Android part, the machine learning part, and a glimpse into the future. The connections between the three, though, matter far more than any one single announcement.
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The AWS IPO
AWS has long been a question mark when it comes to Amazon: it’s a good idea, and it makes money, but like it’s parent company, will it ever be profitable? The revelation that AWS is already very profitable indeed is a really big deal both for AWS but also for Amazon itself.
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Twitter Follow-up, Microsoft’s Build Keynote
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Daily Update: Amazon, Microsoft, and Google Earnings
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It’s Not 1999
The question of whether or not we are in a tech bubble has been raised regularly for years now; 2012, particularly Facebook’s acquisition of an app1 called Instagram for a ridiculous2 $1 billion, was a particular high point. The fact that Instagram is now valued at $35 billion suggests the 2012 doomsayers were just a bit…
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Redmond and Reality
Microsoft’s dominance in enterprise software was built on the difficulty of managing software installations; SaaS removes that linchpin entirely.
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Apple’s New Market
If the importance of an integrated experience matter more with your phone than your PC, because you use it more, how much more important is an integrated experience that touches every detail of your life?
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Daily Update: Microsoft Earnings
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Daily Update: Google to Become MVNO?, Samsung vs Qualcomm, Box Prices IPO