Events
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Microsoft Earnings, Teams Passes Slack, The Partner Advantage
Microsoft continues to crush earnings with its integrated approach. Then, Teams passed Slack, and its lead will likely widen, because it is a sustaining technology, not a disruptive one. Plus, the importance of Microsoft partners.
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Netflix Earnings; Reasons for Concern, and Optimism; Apple Reportedly Pursuing Exclusive Podcasts
Netflix’s earnings are worrisome, but for predictable reasons; ultimately, the company remains in a strong position. Then, Apple’s rumored move into exclusive podcasts doesn’t make sense and is in fact good for Spotify.
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Substack Raises Series A, An Interview With Substack Co-Founders Christopher Best and Hamish McKenzie
An interview with Substack Co-Founders Christopher Best and Hamish McKenzie, who recently raised a Series A to enable newsletters from Andreessen Horowitz.
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An Interview with Kevin Weil and Dante Disparte About Libra and Calibra
An interview with Kevin Weil, the VP of Product at Calibra, and Dante Disparte, the Head of Policy and Communications at the Libra Association, about Libra and Calibra.
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Tech and Antitrust Follow-up, Google Buys Looker, Salesforce Buys Tableau
Sometimes analysis is about what will happen, not what should happen. Then, two big acquisitions in the data analytics face: Google’s purchase of Looker makes sense, while Salesforce is paying a steep price for Tableau.
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Uber’s Rocky IPO, What Went Wrong, The Perils of Private
What went wrong with Uber’s IPO, and why the trend to stay private longer is problematic for everyone involved.
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Google Fights Back
At Google I/O, Google was the opposite of defensive: the company set out to make the case that its approach made for better products that makes people’s lives better
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Microsoft Build, Microsoft’s Strategic Clarity, An Interview with Microsoft CEO Satya Nadella
Microsoft’s Build was good for what it had — and what it didn’t, even accidentally. Microsoft’s future is about meeting real business needs, not wowing customers. Plus, an interview with Microsoft CEO Satya Nadella.
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Apple Earnings, Google Earnings, Amazon Earnings
Apple, Google, and Amazon’s earnings all showed fundamental weaknesses in the consumer market; perhaps these companies are not all-powerful.