Software as a Service
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MongoDB Cloud, MongoDB Versus AWS, MongoDB’s Playbook
MongoDB continues to thrive despite being built on “open source”; it is creating a playbook for other open source companies to follow.
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Apple Earnings, Amazon Earnings
Apple’s Earnings show the stabilizing factor of services and the upside of China; Amazon’s earnings show that supply constraints make forecasts easy.
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An Interview with Okta CEO Todd McKinnon (and Slack correction)
An interview with Okta CEO Todd McKinnon about Okta’s moat, holding a virtual developer conference, and the Okta platform.
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Apple’s Earnings, Slowing Services Growth, Apple and the Coronavirus
Apple’s surging iPhone sales and slowing services growth suggest that lots of iPhone customers are upgrading. It’s a testament to how strong Apple’s position is that revenue it misses now it catches later.
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Bubble Talk, Revisited; It [Wasn’t] 1999; The Big Tech Basket
While 2015 Unicorns did not meet expectations, that doesn’t mean 2015 was a bubble. Indeed, the most surprising reality is how well established big tech companies did.
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Google and Ambient Computing
Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed, but faces challenges both in the marketplace and in the mirror.
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The iPhone and Apple’s Services Strategy
Apple’s annual iPhone event may have marked Apple’s true shift into being a Services company