Events
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MongoDB Cloud, MongoDB Versus AWS, MongoDB’s Playbook
MongoDB continues to thrive despite being built on “open source”; it is creating a playbook for other open source companies to follow.
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Zoom’s Earnings, Zoom and AWS, Zoom and End-to-end Encryption
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.
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Steve Jobs and OpenDoc, Fluid Framework, Microsoft Lists
At Build Microsoft’s vision for their enterprise operating system in the cloud was clearer than ever.
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Uber + Grubhub?, Aggregator Acquisitions, Uber and Lime
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.
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Announcing Dithering, An Interview with John Gruber (not about Apple)
Announcing Dithering, a new podcast from John Gruber and myself. Then, and interview with Gruber about being an independent writer on the Internet, covering Apple’s rise, and Dithering.
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Disney Earnings, AMC Versus Universal, Businesses in the Middle
Disney’s earnings were predictably brutal, particularly for its Parks Division, which is the most important division when it comes to understanding Disney. Plus, AMC has nothing to lose.
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Apple Earnings, Amazon Earnings
Apple’s Earnings show the stabilizing factor of services and the upside of China; Amazon’s earnings show that supply constraints make forecasts easy.