Netflix Earnings, Microsoft and Netflix’s Ad Deal

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

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.

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.