Cloud Computing
-
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.
-
AWS seems to have a dominant position in enterprise computing, but Google is trying to change the rules to favor their inherent strengths.
-
Larry Ellison has declared that Oracle is a cloud company, but their customer offering seems more suited to the world that was.
-
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.
-
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.
-
Google Cloud Next, Anthos, Google Cloud and Open Source
The Google Cloud Next keynote was a big improvement: Google Cloud is focusing on its go-to-market strategy, and building products that make tactical sense relative to AWS.
-
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.
-
The Value Chain Constraint
Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.
-
Amazon Acquires Eero, Owning the Home, Amazon Earnings
Amazon acquires Eero, solidifying its play for the home. Then, Amazon’s Earnings show an e-commerce business that is slowing.
-
Google Earnings, Other Bets Compensation, 30% and Smartphone Competition
Google’s Earnings are increasingly problematic because the company doesn’t break out critical information about its business. Then, Other Bets compensation, and why Google’s 30% App Store take shows Apple’s power.
-
Satya Nadella on Microsoft
A transcript of a talk Satya Nadella gave on Microsoft to a small group of journalists.
-
MongoDB Follow-up, AWS’ Incentives, Batteries: The iPhone’s Missing Miss
While there is reason to be concerned about the long-run future of VC-funded OSS, MongoDB is in pretty good shape thanks to its hosted service. Then, AWS and platform incentives, and why battery replacements may have hurt iPhone sales.