Software as a Service
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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 […]
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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
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Daily Update: Microsoft’s Windows 10 Event (and Project HoloLens)
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Docker and the Integrated Open Source Company
It’s been a long time since an open source project has gotten as much buzz and attention as Docker. The easiest way to explain the concept is, well, to look at the logo of the eponymous1 company that created and manages the project: The reference in the logo is to shipping containers, one of the […]
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Daily Update: .NET and Microsoft’s Mobile Opportunity, New Relic Files for IPO, GitHub Enterprise 2.0
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Two Microsofts
My well-chronicled frustration with Microsoft’s corporate strategy comes down to one point: I don’t think any company should have both horizontal (i.e. services) and vertical (i.e. devices) businesses. It creates conflicting incentives: a horizontal business should be great on every platform, while a vertical business should be differentiated. Thus, I was quite pleased when Satya […]