Cloud Computing
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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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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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Larry Ellison has declared that Oracle is a cloud company, but their customer offering seems more suited to the world that was.
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Google and Ambient Computing
Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed, but faces challenges both in the marketplace and in the mirror.
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What Is a Tech Company?
The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.
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Why WeWork Isn’t AWS and the CEO Problem, Cloudflare’s S-1, Contrasting S-1s
The comparison of WeWork to AWS shouldn’t be taken too far, because software is different. Look no further than Cloudflare’s IPO. Plus, leadership matters.
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The WeWork IPO
The WeWork IPO is defined by audaciousness and excess, all of which is driven by unlimited access to capital.
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Revisiting Google’s Cloud Numbers, Apple Earnings, Additional Notes on Apple Earnings
Google’s cloud numbers are probably much worse than they appear. Then Apple delivered post-iPhone earnings that were impressive in what they said about Apple’s future.
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Google Earnings, Amazon Earnings
Google’s earnings came with the usual dearth of information, although it appears that Google Cloud is growing more than expected. AWS growth, meanwhile, is definitely slowing as Amazon’s business broadly is running out of low-hanging fruit.
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The New Dropbox, The Cloud OS, Connecting Versus File-Sharing
The New Dropbox is making a bid to be the Cloud OS, something only Microsoft has pursued. It took Dropbox a long time to realize the opportunity, but better late than never.
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Tech and Antitrust Follow-up, Google Buys Looker, Salesforce Buys Tableau
Sometimes analysis is about what will happen, not what should happen. Then, two big acquisitions in the data analytics face: Google’s purchase of Looker makes sense, while Salesforce is paying a steep price for Tableau.
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Cloudera and Pivotal, Box and Zuora
Four companies that are getting hammered in the stock market after releasing growth projections that missed expectations; it’s not clear that all of them will come back.
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AMD Launches 7nm Chips, Sony Partners with Microsoft, Apple and AWS
AMD leapfrogs Intel thanks to modularity, Sony partners with Microsoft thanks to scale, and Apple balances both.