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Stratechery: IBM’s Old Playbook

Ben Thompson, writing at Stratchery:

This is the bet: while in the 1990s the complexity of the Internet made it difficult for businesses to go online, providing an opening for IBM to sell solutions, today IBM argues the reduction of cloud computing to three centralized providers makes businesses reluctant to commit to any one of them. IBM is betting it can again provide the solution, combining with Red Hat to build products that will seamlessly bridge private data centers and all of the public clouds.

IBM believes their play to staying relevant in the “cloud” era, if you’ll call it that, is to acquire RedHat. Good luck to them. The tweets about the acquisition are fantastic:

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Stratechery: The Battle for the Home

Ben Thompson:

If the first stage of competition in consumer technology was the race to be the computer users went to (won by Microsoft and the PC), and the second was to be the computer users carried with them (won by Apple in terms of profits, and Google in terms of marketshare), the outlines of the current battle came sharply into focus over the last month: what company will win the race to be the computer within which users live?

This is a great read that everyone should comb over. Ben takes a look at each of the four (Amazon, Google, Apple, Facebook) and their strengths, weaknesses, their go-to-market status, Β business models, and their overall strengths and weaknesses. In general, Ben creates great content and if you agree, consider a Stratechery membership.

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Johnathan Lyman
Kenmore, WA,
United States
 
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