Mulesoft IPO, Okta S-1, Cohort Analysis in S-1s

Mulesoft and Okta are two examples of companies that are not just software-as-a-service companies themselves, but enablers of more. That should make traditional vendors nervous.

Google Next, Box Earnings

The Google Next keynote was lacking in vision, but Google still has a big opportunity. Then, Box seems to have turned the corner, validating their approach. Will more modern sales approaches work as well?

Atlassian Buys Trello, Yahoo => Altaba

Atlassian acquired Trello in a deal that makes sense for Atlassian and also signifies increased consolidation in productivity software; then, Yahoo is nearly finished: the company was more important than we remember.

Alexa: Amazon’s Operating System

Money is made at chokepoints, and the most valuable chokepoints are operating systems; Amazon is building exactly that with Alexa.

Slack + G Suite; Facebook Facing Board Lawsuit; Yik Yak Layoffs

Slack + G Suite is intriguing, but is it the end of the story for Slack and identity? Then, a new lawsuit against Facebook is a reminder that no outside entity has any leverage over the social network. Plus, how Snapchat took Yik Yak’s market and why it was still worth investing in.