Azure
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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.
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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.
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Netflix’s Increased Subscribers, Netflix’s Decreased Costs, Elastic Changes License
More on Netflix’s earnings, and why it won’t give back pandemic gains. Then, Elastic follows MongoDB’s example.
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An Interview with Microsoft Executive Vice-President of Gaming Phil Spencer
How gaming has changed at Microsoft, Xbox’s strategy for the next generation, and what is going on with iOS
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Amazon’s Hardware Event, Ring and Tesla, Luna
Amazon’s Alexa event was notable for how little it featured Amazon; perhaps that is why Tesla and Apple appear to be partners. Plus, the Luna gaming service.
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Snowflake’s S-1, Snowflake vs. the Public Cloud, Snowflake’s Sales & Marketing
A look back at Snowflake’s S-1, and why it is no surprise the company had a successful IPO.