Software as a Service
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An Interview with Palantir CTO Shyam Sankar and Head of Global Commercial Ted Mabrey
An interview with Palantir CTO Shyam Sankar and Head of Global Commercial Ted Mabrey about Palantir’s mission, operating system, and AI opportunity
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An Interview with Vercel Founder Guillermo Rauch
An interview with Vercel Founder Guillermo Rauch about Next.js, Vercel, and building the front-end cloud.
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Microsoft Office AI, Copilot and Tech’s Two Philosophies, Business Chat and Appropriate Fear
Microsoft just delivered the most compelling AI demo yet with its Office Copilots and Business Chat; Silicon Valley should wake up to the threat this new Microsoft represents.
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An Interview with Deel Co-Founder and CEO Alex Bouaziz
An interview with Deel co-founder and CEO Alex Bouaziz about Deel’s growth, business model, the impact of COVID, having to get good at terminations, and the power of founder-market fit, plus the larger trends in terms of remote work and its long-term implications that Deel’s model takes advantage of.
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Adobe Acquires Figma, Figma’s Disruption, The Figma OS
Adobe’s acquisition of Figma is about the long-term shift in the design value chain; it paid so much because there was no other reason for Figma to sell.
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AI Bundling Follow-Up, iPhone Follow-Up
Follow-up to AI Bundling, including costs, the meaning of distribution, and centralization, and why Apple is still a product company.
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The Services iPhone
Apple introduced some impressive product updates; the real news, though, were the prices, which suggested that Apple is fully embracing being a services company.