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 (and Slack correction)
An interview with Okta CEO Todd McKinnon about Okta’s moat, holding a virtual developer conference, and the Okta platform.
Zoom and Facebook, Zoom Mistakes, Zoom Fixes
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 Delays IPO, Datadog Prices IPO, SoftBank and Going Big
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.
What Is a Tech Company?
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, The Cloud OS, Connecting Versus File-Sharing
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.
Box Earnings, Box’s Microsoft Problem, Dropbox Earnings
Box’s earnings are being framed in the context of Dropbox, but the real competitor is Microsoft. Dropbox, meanwhile, is charting a different path.
The Experience Economy
SAP’s acquisition of Qualtrics shows how the shift in technology has changed business; it is a perfect example of using the Internet to one’s advantage.
IBM’s Old Playbook
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.
Okta’s Developer Conference, An Interview with Okta CEO Todd McKinnon
An interview with Okta CEO Todd McKinnon on the occasion of the company’s developer conference.