Commentary
On Tuesday morning, thousands of Oracle employees were sent packing with an email. While there is no great way to conduct a mass layoff, this move felt particularly cold, waking up to an impersonal missive with the line: "We are sharing some difficult news regarding your position." It
Newsletters
ForwardThinking 🤔 Oracle's Tuesday morning massacre On Tuesday morning, thousands of Oracle employees were sent packing with an email. While there is no great way to conduct a mass layoff, this move felt particularly cold, waking up to an impersonal missive with the line: "We are sharing some
Analysis
Over the last six months, I’ve interviewed a range of enterprise leaders. I went back through those conversations looking for one thing: how they’re thinking about the so-called SaaSocalypse (the predicted end of SaaS). We've been hearing a lot about the end of SaaS as we
Profiles
CrowdStrike's Elia Zaitsev spent a decade at the company before being promoted to CTO in 2023, just months after ChatGPT's debut. It was a pivotal moment for his career and for the broader technology landscape. He understood the magnitude of the shift and how generative AI
Commentary
Well, it's been building up inside of me For, oh, I don't know how long I don't know why, but I keep thinking Something's bound to go wrong ~Beach Boys, Don't Worry Baby A backlash against AI has been building
Newsletters
ForwardThinking 🤔 Everyone hates AI Well, it's been building up inside of me For, oh, I don't know how long I don't know why, but I keep thinking Something's bound to go wrong ~Beach Boys, Don't Worry Baby A backlash against
Analysis
Databricks has spent over a decade establishing itself as a cloud data platform company. This week, the company announced a new cybersecurity product that will put it in front of an entirely different buyer: the CISO. The new Lakewatch product is predicated on the idea that security is increasingly a
Commentary
We’ve all heard the relentless hype around AI agents. They will be so potent they will come for our jobs, our software, our workflows. Agentic workforces will force an all-encompassing overhaul of how we do business. Wall Street has bought into this vision so completely, it is starting to
Newsletters
ForwardThinking 🤔 Agents here, there and nowhere We’ve all heard the relentless hype around AI agents. They will be so potent they will come for our jobs, our software, our workflows. Agentic workforces will force an all-encompassing overhaul of how we do business. Wall Street has bought into this vision
Analysis
Last week, Shantanu Narayen announced he was stepping down as Adobe CEO after 18 years, leaving behind a legacy of transformation. Perhaps his biggest achievement was moving Adobe’s popular Creative Suite from boxed software to a cloud subscription business. "He did the impossible by saving and transforming an
Profiles
When you think about a company the size of Amazon, the idea of one person being responsible for everything from the locks on the doors to cybersecurity and employee safety might seem absurd. Yet that's exactly what the company decided to do. That person is CJ Moses, who
Analysis
The following post is a collaboration with my long-time friend, colleague and writing partner Alex Wilhelm. Subscribe to Alex's newsletter ‘Cautious Optimism‘ here. You'll be glad you did! In 2023, following an uninspiring AWS re:Invent, Amazon's enormous annual customer event in Las Vegas,