Enterprise Products
-
An Interview with Okta CEO Todd McKinnon About Security in Supply Chains
-
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
-
Snowflake’s S-1, Snowflake vs. the Public Cloud, Snowflake’s Sales & Marketing
A look back at Snowflake’s S-1, and why it is no surprise the company had a successful IPO.