February 4, 2018
The big three announced their quarterly results over the past few days. Last quarter I said, using movie lingo, that the numbers were boffo box office. […]
January 4, 2018
Most discussions of Amazon’s business end up referencing the Flywheel, as shown below: It depicts the self-reinforcing nature of Amazon’s business — great customer […]
November 3, 2017
The big three cloud providers (Amazon, Microsoft, and Google, aka AMG) announced their Q3 numbers last week, and, as the saying goes, the box office was […]
October 17, 2017
You don’t have to look very far to see pronouncements that cloud computing is giving way to the next big thing in computing: the edge. Venture […]
September 27, 2017
Jeff Barr of AWS just published a blog post about Amazon’s July 11 Prime Day and the AWS resources it used during that day. Barr doesn’t […]
September 14, 2017
In the world of corporate management, McKinsey plays the role of The Godfather’s Tom Hagen: a trusted advisor who provides impartial advice. McKinsey’s serves a constituency […]
July 28, 2017
In the old industrial economy, if you talked about the “Big Three” in the US it was obvious what companies you were referring to: GM, Ford, […]
June 30, 2017
The IT industry has talked about “platforms” for a long time. Today, there is a rise of a new twist on this concept, which I refer […]