
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Summer is flying by… News Useful Idiots, Fellow Travelers and Unregistered Foreign Agents: Oracle We’ve written at length about the financial risks of Oracle’s Hail Mary scramble…
Some @charlesfitz thoughts on Fitbit right before their IPO: 1/ Fitbit IPOs tomorrow and this profitable company has a surprising number of skeptics. 2/ They have dominant market share (85%) and their brand is almost synonymous a la Kleenex/Xerox with the fitness tracker category. 3/ 2014 revenue was $745M with $337M in the first quarter…
Here it is, as irresistible as a prime time car chase that ends with a celebrity stuck in a well is to CNN: Last year, it [IBM] invested nearly $1 billion to leverage the Cloud Foundry platform to develop the Bluemix platform-as-a-service as an implementation of its Open Cloud Architecture.” As a farewell (with apologies)…

Lest you missed a bit of a @charlesfitz victory lap for Cloud City (Seattle) on Twitter: 1/ A geographic look at the Gartner Magic Quadrant for Cloud is revealing: 2/ The Leader quadrant for cloud computing shall henceforth be known as the Seattle quadrant. 3/ Seattle has also annexed the best real estate in the…

TL;DR – It is time for Amazon Web Services to get out of Amazon A recent interview with Amazon Web Services’ chieftain Andy Jassy repeatedly touts the “trillion dollar opportunity” associated with the inexorable transition of enterprise IT to the cloud. Perhaps because his interlocutor was so busy inserting himself into the interview, Jassy isn’t…
The latest in digital technology and Big Data in particular are increasingly fodder for novelists. Whiskey Tango Foxtrot by David Shafer is a wry story of mostly earnest millennials who end up in “pitched battle with a fascist consortium of data miners”. The Google–esque bad guys are too nerdy and tone-deaf to achieve full-on Bond…