Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Agent Infrastructure’s Moment
April 10, 2025, 6:05 p.m.
Identity Crisis: Breaking down the emerging identity stack
Oct. 16, 2024, 3:31 p.m.
Cloud 2.0: The Serverless Revolution: The $200B opportunity ahead for serverless platforms (co-authored with Glenn Solomon)
Nov. 29, 2023, 5:10 p.m.
The Emerging AI Security Opportunity: The AI revolution is here. What does that mean for security teams?
May 31, 2023, 7:49 p.m.
Data Apps in Practice: Cybersecurity on Snowflake
Aug. 25, 2022, 5:02 p.m.
Cloudflare and the Edge-First Web
July 6, 2022, 5:16 p.m.
The Biggest Prize in Software
April 14, 2022, 4:02 p.m.
Coming soon
March 24, 2022, 5:13 a.m.