Google Cloud Next, Anthos, Google Cloud and Open Source

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.

IBM’s Old Playbook

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.

The Cost of Developers

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.

A Brief History of Build, The Linux Command Line, Open Source Xamarin

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.

WeWork Now Worth $16 Billion, Google Joins Open Compute Project

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

Stratechery Gifts and Announcements, Apple Open-Sources Swift

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.