Cloudflare’s new storage offering is potentially disruptive both economically and strategically.
Cloudflare is uniquely positioned to become a major player in an Internet 3.0 world, where politics matter more than economics.
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’s Xilinx acquisition makes sense, even if it’s a bit boring; Teams, meanwhile, is the clear winner of the cloud integration opportunity.
Why Twilio bought Segment, and an interview with Twilio CEO Jeff Lawson
A look back at Snowflake’s S-1, and why it is no surprise the company had a successful IPO.
An Interview with Slack CEO Stewart Butterfield about the acquisition of Rimeto and competing with Microsoft.
Slack lost to Microsoft head-to-head, but has smartly shifted to a horizontal strategy that the vertically-oriented Microsoft can’t match.
MongoDB continues to thrive despite being built on “open source”; it is creating a playbook for other open source companies to follow.
Zoom didn’t just add free users: it’s revenue exploded as well. How AWS made that possible, and why Zoom’s encryption plans are a good idea.