New post format: a weekly rollup of links, comments on those links, activity updates and attempts at humor. The intention is quicker hits in addition to the less frequent big posts and more timely hammering on my favorite themes. This is my primary hangout until the contours of the post-Twitter world become clear. Be sure…
Some @charlesfitz reactions to Barron’s excitedly bullish cover story on IBM. I for one was excited they used “Lost Decade” on the cover! Twitter thread repeated here: Barron’s makes its semi-regular pitch for IBM’s imminent reincarnation in this week’s cover story 🧵 /1 Despite a lede calling Watson “one of the greatest coups in the…
TL;DR: If the cloud didn’t eat Hadoop Inc., Pivotal and Red Hat, what explains their diminished prospects? Marc Andresseesssen’s “software is eating the world” has given rise to an entire technological food chain, with a succession that includes “open source is eating software”, “cloud is eating open source,” and the most recent supposition that “multi-cloud…