The Origin of My Post on Slouching
I am particularly proud of my last post “Slouching Towards the Cloud”, because I was finally able to put words to ideas that had been ticking around my head for […]
Slouching Towards the Cloud
We tend to talk about the Cloud in terms of extreme certainty. Using almost religious tones. As in “We are all moving to the Cloud, by way of Jerusalem.” We assume […]
The Ops Meeting
The conference room feels crowded. The tech side and the business side are meeting. This is supposed to be just another installment of their regularly scheduled update get-togethers, but word has gone […]
Gap Theory of Technology
Every time I attend a meting between “business people” and engineers I get a little anxiety attack. There is always a level of tension. Even when things are going well. […]
The Intersection of Business and Technology
I have a new topic that I would like to explore around the management of business and technology, or more specifically what happens when engineers meet business people. This has […]
My basic theory on tech investing
Investing in technology is about product cycles. This holds for both outside investors as well as company decision makers weighing product investments. If a company has the right product at the […]
The Unicorn Ledge – Don’t Jump
That’s it. I am calling the top of the Bubble. I have been talking about the downturn for a while, but I have always been carefully vague about its timing. But I […]
Banker, Heal Thyself?
A lot of my childhood friends became lawyers. I am one of the few MBAs among them, and as a result I often end up getting their ‘business’ questions. From these […]
The Bubble This Time
I have gone dark for a while, for reasons I may get into later, but there has been a lot happening in the market, so I wanted to put pen […]
How Riot Games Became a Telco
Telecom networks are changing in some important ways. A few weeks ago, I wrote a somewhat fanciful piece about the ways in which telecom networks are being unbundled by the […]
