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
More on Microsoft’s acquisition of ZeniMax and how it fits in with the company’s Xbox strategy, and then a review of the big themes from the company’s Ignite conference.
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.
Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams.
Understanding analog chips and the geopolitical angle, and why Facebook should not ban political ads.
An Interview with Slack CEO Stewart Butterfield about the acquisition of Rimeto and competing with Microsoft.
Uber acquires Postmates, which makes me bullish about DoorDash. Then, TikTok invokes Shakespeare.
The GIPHY acquisition makes sense for Facebook, but for more pragmatic reasons than malicious ones.
An Uber acquisition of GrubHub makes all kinds of sense, but for the same reasons that it will be frowned upon by regulators (and for good reason). Then, Uber’s investment in Lime makes sense as well.