The End of the Beginning

The beginning of technology was about the shift from batched computing in one place to continuous computing everywhere. That era of paradigm changes may be over, which means the real changes are only beginning.

Cloudera and Pivotal, Box and Zuora

Four companies that are getting hammered in the stock market after releasing growth projections that missed expectations; it’s not clear that all of them will come back.

Netflix Follow-up, Sonos + Alexa, MongoDB IPOs

Netflix cancels its non-evergreen content, and isn’t really relevant to Nielsen. Then, a Sonos and Alexa partnership makes sense for both sides, and MongoDB has a thoroughly modern IPO.

Oracle’s Cloudy Future

Larry Ellison has declared that Oracle is a cloud company, but their customer offering seems more suited to the world that was.

Microsoft SQL Server to Run on Linux, Box’s Great Quarter

Windows is truly dead at Microsoft, as SQL Server will soon run on Linux. Meanwhile, Box had a great quarter, underlying the fact that SaaS economics work — and what happened to Windows Server helps explain why.