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

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.

Cloudflare on the Edge

Cloudflare is uniquely positioned to become a major player in an Internet 3.0 world, where politics matter more than economics.

Moderation in Infrastructure

Infrastructure companies need a distinct approach to moderation that focuses on neutrality and due process.

The Relentless Jeff Bezos

Jeff Bezos is retiring, and will go down as one of the great CEO’s in tech history, in part because of how he transformed Amazon into a tech company in every respect.