MongoDB continues to thrive despite being built on “open source”; it is creating a playbook for other open source companies to follow.
Zoom’s Earnings, Zoom and AWS, Zoom and End-to-end Encryption
Zoom didn’t just add free users: it’s revenue exploded as well. How AWS made that possible, and why Zoom’s encryption plans are a good idea.
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.
The NBA and Microsoft, and An Interview with Adam Silver and Satya Nadella
Microsoft and the NBA are announcing a new partnership; then, an interview NBA Commissioner Adam Silver and Microsoft CEO Satya Nadella
Changing Priors, Action Plans for Big Tech, The Airbnb Disaster
The coronavirus crisis should be changing long-held beliefs. Then, what tech companies can do to get us out of this crisis, and Airbnb’s disastrous decision to not go public sooner.
Zero Trust Information
Zero Trust Networking is security with Internet assumptions; there is tremendous value if we apply the same approach to information.
Google Earnings, YouTube and Google Cloud, Google’s Falling Margin
Google finally released new financial information about YouTube and Google Cloud, but it is still not sufficient. Then, Google’s margins are falling just like Facebook’s: is the engine finally sputtering?
Clearview AI, The Problem with Scraping, Tradeoffs
Clearview AI is billed as a story about facial recognition, but the most important questions it raises is about scraping. And, by doing so, it reveals how many trade-offs we have yet to confront.
The End of the Beginning
The beginning of technology was about the shift from batched computing in one place to continuous computing everywhere. That era of paradigm changes may be over, which means the real changes are only beginning.
AWS re:Invent; Transformations, Transitions, and Databases; Amazon Outposts
The AWS re:Invent keynote was quite compelling, as Amazon made the case for enterprises to not simply transition to the cloud but to transform their approach to IT — which, of course, favors Amazon.