Product Management
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Google IO Follow-up, Linux on Windows, Microsoft’s Developer Strategy
More on Google’s I/O keynote, particularly about how the company is well-positioned for a privacy-centric world. Then, Microsoft is doing an excellent job of appealing to developers.
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Microsoft Build, Microsoft’s Strategic Clarity, An Interview with Microsoft CEO Satya Nadella
Microsoft’s Build was good for what it had — and what it didn’t, even accidentally. Microsoft’s future is about meeting real business needs, not wowing customers. Plus, an interview with Microsoft CEO Satya Nadella.
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Microsoft, Slack, Zoom, and the SaaS Opportunity
The Zoom and Slack IPOs show what Microsoft is missing in its growth story: a way to acquire new customers.
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Disney and the Future of TV
TV is moving from a world where distribution dictates business models to one where business models need to fit the jobs consumers want done. That is the best way to understand Disney’s latest announcement.
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Apple’s Services Event
Apple’s Services Event generally made sense, even if most products weren’t ready to launch. It’s fair to wonder, though, if something important is being lost.
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Airbnb Acquires HotelTonight, Supply Versus Demand, The HotelTonight Proposition
Airbnb has acquired Hotel Tonight, three years too late. The question is whether Airbnb wants to own a subset of the travel market, or the whole thing — and abandon its view of itself.
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Netflix Flexes
Netflix is an Aggregator, with a value chain that lets it drive demand, raise prices, and dismiss competition.
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AWS, MongoDB, and the Economic Realities of Open Source
Amazon’s latest offering highlights the economic challenges facing open source companies — and Amazon should pay attention.