Google Cloud
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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.
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The Moat Map Follow-up; Uber, YouTube, and Spotify; The Public Cloud and Scale
More on The Moat Map, and how it applies to Uber, YouTube, Spotify and the public cloud.
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Google Earnings, Google’s Cost Drivers, Other Bets Versus Google Ventures
Google’s Earnings show rapidly rising expenses, which makes sense as the company seeks to grow outside of its core competency. Plus, why even Google is often better off investing instead of expanding.
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Google’s Search for the Sweet Spot
Google’s hardware event shows the company’s commitment both to devices and to artificial intelligence; just doing what you are good at, though, is not always enough.
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Google Earnings, Google Cloud Growth?, Microsoft’s Milestone
Google had great earnings again, although the usual questions — and a new one, about Google Cloud — remain unanswered. Then, Microsoft returned to annual revenue growth, an impressive milestone in the company’s turnaround.
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Boring Google
Google’s I/O was exactly what you would expect from Google, and that’s a great sign for the company.
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How Google Is Challenging AWS
AWS seems to have a dominant position in enterprise computing, but Google is trying to change the rules to favor their inherent strengths.
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Google’s Go-to-Market Gap
Google is unique in that their business was built on being the best. The company, though, benefited from the open web. That is not the case in mobile.
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Google Hires Diane Greene, Google the Cloud Company?
Google is signaling that it is getting serious about the cloud, so success is certain. Or is it? What actually matters in building an adjacent business for a different kind of market?