October 8, 2019
A month or so I came across a very interesting blog post by the ever-savvy Benedict Evans of A16Z. Title: Netflix is not a Tech Company; […]
October 30, 2018
The big three cloud providers announced their earnings late last week, and they proved, depending upon your perspective, that public cloud computing continues on its path […]
August 26, 2018
AWS just announced its latest version of the Snowball — a hardware appliance used to migrate data from on-prem locations to the device and then on […]
August 9, 2018
AMG (Amazon, Microsoft, Google) announced their financial results last week and their cloud numbers continue to scorch. The table below summarizes their numbers and growth rate; […]
May 8, 2018
There was a time in the mid-2000s that every quarter had an established ritual: Apple would announce its numbers, and they would be amazing: huge revenue […]
March 29, 2018
From Wikipedia: There is a story that has been going around about a physicist, a chemist, and an economist who were stranded on a desert island […]
March 13, 2018
My recent analysis of Q4 2017 AMG revenues limned a single message: AMG are killing it. As the saying goes, you’ve got to spend money to […]