Azure
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Google IO Follow-up, Linux on Windows, Microsoft’s Developer Strategy
More on Google’s I/O keynote, particularly about how the company is well-positioned for a privacy-centric world. Then, Microsoft is doing an excellent job of appealing to developers.
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Microsoft Build, Microsoft’s Strategic Clarity, An Interview with Microsoft CEO Satya Nadella
Microsoft’s Build was good for what it had — and what it didn’t, even accidentally. Microsoft’s future is about meeting real business needs, not wowing customers. Plus, an interview with Microsoft CEO Satya Nadella.
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The AWS Question, Facebook and Unity, HoloLens 2
How Amazon’s success with AWS make sense in the context of The Value Chain Constraint, and why Oculus and Facebook do not. Plus, why Microsoft’s approach to HoloLens 2 makes sense.
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The Value Chain Constraint
Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.
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Satya Nadella on Microsoft
A transcript of a talk Satya Nadella gave on Microsoft to a small group of journalists.
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AWS:reInvent and Outposts, AWS and Machine Learning; YouTube Retreats on Premium Video
The AWS re:Invent conference had two important themes: the importance of hybrid offerings and machine learnings; then, unsurprisingly, YouTube’s premium video efforts ended up not working out.
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Google Cloud Changes CEOs, Layers of Surprise (or Not), The VMWare Analogy
Google Cloud has a new CEO: the news is a surprise at first glance, but may make more sense than it seems. To understand why, look at VMWare, outgoing Google Cloud CEO Diane Greene’s most famous startup.
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IBM-Red Hat Follow-up, Microsoft Earnings, Amazon Earnings
More on IBM and Red Hat, then Microsoft and Amazon’s earnings.
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IBM’s Old Playbook
IBM has bought Red Hat in an attempt to recreate its success in the 90s; it’s not clear, though, that the company or the market is the same.