Software as a Service
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Databricks Buys Tabular, The End of Software?
Understanding why Databricks bought Tabular, and why there will still be a market for software in the future.
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An Interview with dLocal Founder Sebastián Kanovich and CEO Pedro Arnt
An interview with dLocal founder Sebastian Kanovich and CEO Pedro Arnt about growing a payments business in emerging markets.
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An Interview with Zoom CEO Eric Yuan About Surviving COVID and Building Moats
An interview with Zoom founder and CEO Eric Yuan about starting Zoom, surviving COVID, and building a moat in the enterprise.
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An Interview with Rescale CEO Joris Poort About Building High-Performance Computing in the Cloud
An Interview with Rescale CEO Joris Poort about building high-performance computing in the cloud.
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Vision Pro on an Airplane, The Apple TV+ Services Story, Apple Earnings Notes
Vision Pro is a revelation on an airplane, how demoes show the importance of Apple TV+, and notes from Apple’s earnings
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Google’s True Moonshot
Google could do more than just win the chatbot war: it is the one company that could make a universal assistant. The question is if the company is willing to risk it all.
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AWS:reInvent Continued, AI PaaS and SaaS, Nvidia and AI IaaS
More on AWS:reInvent, as the day’s second keynote focused primarily on AI. Plus, how Nvidia successfully pushed DGX Cloud onto every major cloud provider.
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Google’s Apple Payments; Apple Services: Narrative vs. Reality; Google’s Motivation
The juiciest detail yet came out of the Google antitrust case: how much the company pays Apple. This isn’t just a function of Apple’s leverage, but also Google’s strategic foresight.
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Apple Earnings, Shopify Earnings
Apple’s earnings were fine, with a notable Services spike — is it from Google? Then, Shopify is back to the basics, and looking good for it.