Does AI spend build a moat, or is it a commodity? Then, Microsoft and Amazon deliver on the promise of cloud computing, even if it is costly.
Netflix’s earnings beat expectations, but were still concerning; then, why Netflix made a deal with Microsoft, and why Microsoft is the biggest winner
Microsoft’s Build keynote was impressive in its clarity; it also emphasized that the thin client model one, mostly.
Microsoft had great earnings, but had to reassure investors all the same. Plus, new advertising efforts, and why shrinking private valuations help Redmond.
Apple has another great quarter — is it sustainable? Then, LinkedIn’s growth shows just how much digital advertising is growing.
Cloudflare is uniquely positioned to become a major player in an Internet 3.0 world, where politics matter more than economics.
Infrastructure companies need a distinct approach to moderation that focuses on neutrality and due process.
More on Netflix’s earnings, and why it won’t give back pandemic gains. Then, Elastic follows MongoDB’s example.
Too much tech power has been an impending crisis for years; that doesn’t change just how costly the crisis was. Then again, centralization might yet win.
What does it mean for tech if Trump wins? Then, catching up with MongoDB, and an interview with Dev Ittycheria, the company’s CEO.