Netflix’s earnings beat expectations, but were still concerning; then, why Netflix made a deal with Microsoft, and why Microsoft is the biggest winner
Thin Platforms
The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms
Microsoft Build, Thick Versus Thin, AI Platforms
Microsoft’s Build keynote was impressive in its clarity; it also emphasized that the thin client model one, mostly.
Beyond Aggregation: Amazon as a Service
Amazon’s new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.
An Interview with Nvidia CEO Jensen Huang about Manufacturing Intelligence
An Interview with Nvidia CEO Jensen Huang about the history of Nvidia, manufacturing intelligence, and how GPUs undergird Aggregation Theory.
Akamai Buys Linode, Akamai’s Strategy, Cloudflare and Disruption
Akamai’s acquisition of Linode makes lots of sense, even if Linode’s customers won’t be happy. The real winner, though, is Cloudflare.
Apple Earnings, AMD Earnings, Google Earnings
Apple, AMD, and Google all delivered great results; margins were the most interesting places for analysis.
Microsoft Earnings, Microsoft Advertising, The Deflating Balloon
Microsoft had great earnings, but had to reassure investors all the same. Plus, new advertising efforts, and why shrinking private valuations help Redmond.
AWS re:Invent, re:Invent Announcements of Interest
AWS re:Invent keynote, with new CEO Adam Selipsky, charted a different path than that taken by Andy Jassy. Plus, the new announcements that caught my eye.
Cloudflare’s Disruption
Cloudflare’s new storage offering is potentially disruptive both economically and strategically.