An interview with Nvidia CEO Jensen Huang about his GTC keynote, the Ada Lovelace GPU, the companies shift into cloud services, its challenging last few quarters, President Biden’s China ban, and more.
Passport Update, Independence and Interoperability, Web3 Use Cases
An update on Passport, why independence and interoperability matter to creators, and where Web3 technologies could actually be useful.
What If It’s Trump?, An Update on MongoDB, An Interview with MongoDB CEO Dev Ittycheria
What does it mean for tech if Trump wins? Then, catching up with MongoDB, and an interview with Dev Ittycheria, the company’s CEO.
Snowflake’s S-1, Snowflake vs. the Public Cloud, Snowflake’s Sales & Marketing
A look back at Snowflake’s S-1, and why it is no surprise the company had a successful IPO.
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.
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.
AWS re:Invent; Transformations, Transitions, and Databases; Amazon Outposts
The AWS re:Invent keynote was quite compelling, as Amazon made the case for enterprises to not simply transition to the cloud but to transform their approach to IT — which, of course, favors Amazon.
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.
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.
MongoDB Follow-up, AWS’ Incentives, Batteries: The iPhone’s Missing Miss
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.