Incentives
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How Google Is Challenging AWS
AWS seems to have a dominant position in enterprise computing, but Google is trying to change the rules to favor their inherent strengths.
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Apple Should Buy Netflix
The fact Apple’s ‘TV’ app doesn’t have Netflix shows who has the leverage; Apple should just buy in.
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Netflix Earnings, The Apple Car Reset
Netflix had a good quarter, but even more important is that the company continues to exemplify aggregation theory. Then, the Apple Car is getting a reset; this may be the beginning of the end.
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Coupa IPOs — and Pops, Why (Most) IPOs are Under-Priced, Why the IPO Process Doesn’t Change
The latest tech IPOs are all popping in price: are banks screwing startups? In fact, I think it is not a big deal, and may even help startups. Regardless, it is very unlikely to change.
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Google and the Limits of Strategy
Google went wrong in the past by abandoning their horizontal business model; are they repeating their mistake, or does the future give them no choice?
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Spotify to Buy Soundcloud?, Apple Logs iMessage Contacts, Aetna and Apple Watch
Once you understand Spotify’s long-term business model buying Soundcloud makes a lot of sense. Then, Apple didn’t do anything wrong with iMessages, other than show they’re (rightfully) not privacy absolutists. Plus a few quick words on a big deal with Aetna.
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Oracle’s Cloudy Future
Larry Ellison has declared that Oracle is a cloud company, but their customer offering seems more suited to the world that was.