Microsoft just delivered the most compelling AI demo yet with its Office Copilots and Business Chat; Silicon Valley should wake up to the threat this new Microsoft represents.
Microsoft Earnings, Azure’s Slowdown, Office Strikes Back
Microsoft’s earnings were down: the news about PCs was encouraging, while Azure unsurprisingly felt the pain later than AWS. Anyone competing with Office 365, though, is in worse shape.
An Interview With Brex Co-Founder and Co-CEO Pedro Franceschi
An interview with Brex co-founder and co-CEO Pedro Franceschi about what makes Brex unique, why it is pushing into software, and what drove its decision to cut off a big portion of its customer base.
An Interview with Okta CEO Todd McKinnon About Security in Supply Chains
Good morning, I have long been very focused on identity; it’s one of the reasons I was a very early Facebook bull in the consumer space, but the concept is equally if not more important in the enterprise space. Owning identity was one of the keys to Microsoft’s dominance, but the shift to cloud apps,Subscribe […]
Thin Platforms
The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms
Cloudflare’s Disruption
Cloudflare’s new storage offering is potentially disruptive both economically and strategically.
Cloudflare on the Edge
Cloudflare is uniquely positioned to become a major player in an Internet 3.0 world, where politics matter more than economics.
Salesforce Acquires Slack, Salesforce’s Reasoning, Salesforce’s Opportunity
Salesforce’s purchase of Slack is a great outcome for the latter, and has huge upside for the former. There is, though, commensurate risk.
AMD Acquires Xilinx, Microsoft’s Earnings, Teams Wins
AMD’s Xilinx acquisition makes sense, even if it’s a bit boring; Teams, meanwhile, is the clear winner of the cloud integration opportunity.
Twilio Acquires Segment, What is Segment, An Interview with Twilio CEO Jeff Lawson
Why Twilio bought Segment, and an interview with Twilio CEO Jeff Lawson