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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AT&T Pulls Out of Huawei Deal, Apple’s Other China Problem, YouTube’s Logan Paul Decision
AT&T skipped out on its deal with Huawei, reportedly under political pressure. Expect more tech issues between the U.S. and China, and Apple has the most to lose.
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Meltdown, Spectre, and the State of Technology
Meltdown and especially Spectre are vexing vulnerabilities, precisely because processors are working as designed. All we can do is muddle through.
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AWS Fargate and Kubernetes Support, Embrace and Extend, AWS’s Execution Advantage
AWS announced Kubernetes support, which seems to fulfill Google’s strategic objectives: strategy without execution, though, can turn the tables.
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iPhone X Review Drama, Microsoft Earnings, Microsoft’s Hybrid Strategy
The question of who reviewed the iPhone X shows how power is changing in media. Then, Microsoft crushes earnings with a strategy the company has used before.
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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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Uber CEO Follow-up, BuzzFeed Adds Banner Ads, Google Offers Cheaper Networking
Who wanted Dara Khosrowshahi as Uber CEO? Then, BuzzFeed is making the right move in adding ads, and why Google’s seemingly innocuous decision to offer cheaper networking is so interesting.
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Amazon Earnings, Amazon Logistics Services?, Netflix Earnings
A follow-up on The Athletic’s potential and challenges, then Amazon’s earnings and the mystery of its increased investment. Then, a reminder of why Amazon is a threat to Netflix in the long run.
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Microsoft’s Monopoly Hangover
There are striking similarities between Microsoft today and IBM in the Lou Gerstner era, but today’s IBM should be a warning to Redmond.
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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.