4
-
Supercloudifragilisticexpialidocious VII: March Madness (Except in November)
Tl;dr: “Supercloud” has turned into a super battle royale Reader relevance: “super” niche Despite the term itself being unhelpful, inexplicably, a battle has broken out for the ownership and definition of “supercloud”. (And it isn’t just me that finds the term unhelpful, though even I haven’t suggested we should “nuke it from orbit”). The “supercloud”…
-
A New Approach to Earnings Calls?
I find the things I’d most like to blog about I unfortunately really can’t blog about (you’ll have to wait for my book). So I have to take advantage of industry events in which I don’t have a stake. The Oracle-SAP super heavyweight bout falls into this category except it hasn’t really turned into a…