Mergers and Acquisitions
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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.
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The Idea Adoption Curve
Mapping the technology adoption curve to ideas gives insights as to which business models work on which parts of the addressable market.
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Spotify Buys Megaphone, Spotify’s Podcast Strategy, Spotify’s Megaphone Strategy
Spotify has acquired Megaphone, which brings clarity to its podcast advertising ambitions.
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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.
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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
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Microsoft and ZeniMax, Microsoft Ignite, Microsoft and COVID
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.
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2020 Bundles
The state of bundles in 2020: Netflix, Disney, Amazon, Microsoft, and Apple. Plus, Microsoft’s purchase of ZeniMax.