The Google Cloud Next keynote was a big improvement: Google Cloud is focusing on its go-to-market strategy, and building products that make tactical sense relative to AWS.
While there is reason to be concerned about the long-run future of VC-funded OSS, MongoDB is in pretty good shape thanks to its hosted service. Then, AWS and platform incentives, and why battery replacements may have hurt iPhone sales.
Amazon’s latest offering highlights the economic challenges facing open source companies — and Amazon should pay attention.
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.
Microsoft paid a lot for GitHub, because it had to pay directly for access to developers. It doesn’t have the leverage of users the way that Apple does on the App Store.
Microsoft is reportedly buying GitHub, which makes a lot of sense for both Microsoft and GitHub, and all GitHub users. Then, why the latest Facebook scandal is probably overblown.
I know I’ve heaped a lot of praise on Microsoft CEO Satya Nadella over the last few years, but I can’t help but go at it again today. I hope, though, the subtle point I hope to make is clear: being an effective leader is about more than strategy.
My attempt last summer to justify WeWork’s $10 billion valuation is looking pretty good, but I’m not sure I can pull off the trick for $16 billion. Plus, the brilliant strategy of Facebook’s Open Compute Project
More open-source news warrants a discussion about why exactly open-source matters for strategy.
Stratechery gift subscriptions are now available, plus an important site announcement. Then, we all knew Apple was going to open-source Swift. What was impressive was how the company went about doing it; hopefully it will prove to be an example for a clearly divided company.