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.
At Build Microsoft’s vision for their enterprise operating system in the cloud was clearer than ever.
Zoom has another screwup, this time in terms of reporting how many users it has. It is a disturbing pattern and a reminder that strengths are weaknesses.
An interview with Okta CEO Todd McKinnon about Okta’s moat, holding a virtual developer conference, and the Okta platform.
Zoom was sharing data with Facebook, probably on accident, but it is the company’s second major privacy and security-related screw-up. It’s a real concern as far as the company’s upside — and so is its connection to China.
WeWork abandons its IPO, for now, and is likely at the mercy of Softbank. Then, why Datadog is set to have a great IPO, in direct counter to WeWork and a direct rebuke to Softbank’s approach.
The question of “What is a tech company” comes down to how much software and its unique characteristics affects the company’s core business.
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.