Larry Ellison has declared that Oracle is a cloud company, but their customer offering seems more suited to the world that was.
Google Earnings, Microsoft Earnings
Google’s earnings were fantastic, but I’m still not totally convinced about their shift to mobile. Microsoft’s were good as well, but what was under the surface was more important.
Follow-up: Dollar Shave Club, CPG, and Amazon; Tesla’s Master Plan, Part Deux
More on exactly how Dollar Shave Club succeeded, and if it’s replicable. Then, Musk has another inspiring blog post, but is it enough to erase nagging doubts about Tesla?
Dollar Shave Club and the Disruption of Everything
Dollar Shave Club is a textbook example of how the new Internet economy will destroy value in incumbent industries.
Nest and Podcasting Follow-up, Box Earnings, Microsoft’s Cloud Challenge
Follow-up on Nest and Podcasting, then why Box’s numbers are a bit more worrisome than the company is letting on. Plus, a must-read article on Microsoft.
Twilio Files for IPO, Building Infrastructure, Mary Meeker’s Internet Trends 2016
An overview of Twilio’s IPO and the role of infrastructure, and then my favorite slides from Mary Meeker’s Internet Trends deck.
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.
Amazon Earnings, Amazon’s Cloud War
Amazon’s earnings were even better than reported: it looks like the retail business is gaining real economies of scale, and AWS was even stronger than it appeared.
Prince, Bowie, and Beyoncé; Google’s Margin Squeeze; Microsoft’s Miss
Prince and David Bowie both understood the Internet, but took drastically different approaches. Then, Google’s business is fine, but it has almost certainly peaked, and the company could learn something from Microsoft about managing expectations.
Instagram’s Algorithmic Feed, Apple and the Cloud, Microsoft and Okta
Instagram is changing the feed, and even though users say they don’t like it it’s the right decision. Plus, why Snapchat may be a threat. Then, two pieces of news about Apple and the cloud, both good and bad. Plus, Microsoft is still competitive, and rightly so.