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When WebAssembly Replaces Docker
When WebAssembly Replaces Docker
One of the more interesting discussions that attracted some attention during KubeCon + CloudNativeCon was how, due to its design, WebAssembly can replace Docker in many circumstances.
·thenewstack.io·
When WebAssembly Replaces Docker
The Quick 5-Step API Checklist
The Quick 5-Step API Checklist
Building APIs is fundamentally hard because it's an unusual UI paradigm. A bit like designing command line tools — you aren't interacting with things like a mobile app. Getting users to that happy path is super important! Here is a quick checklist of...
·web.archive.org·
The Quick 5-Step API Checklist
Reducing Product Risk and Removing the MVP Mindset
Reducing Product Risk and Removing the MVP Mindset
Figuring out what best practices to master and how to reduce risk in product development is hard. I break down some frameworks that help make sure teams work on the right things in the right way.
·caseyaccidental.com·
Reducing Product Risk and Removing the MVP Mindset
Why Don’t Tech Companies Pay Their Engineers to Stay?
Why Don’t Tech Companies Pay Their Engineers to Stay?
Staying builds valuable, company-specific knowledge. Leaving often results in a payday—but, why aren't tech companies paying more for their engineers to stay?
·goethena.com·
Why Don’t Tech Companies Pay Their Engineers to Stay?
The Immediate Future for Adtech Startups
The Immediate Future for Adtech Startups
I spoke at the AppNexus Summit a couple of weeks ago. Brian O’Kelley read my post on adtech investing trends and asked if I could expand during the session. The video is online (my part at 1:…
·reactionwheel.net·
The Immediate Future for Adtech Startups
Profit Centers vs Cost Centers at Tech Companies
Profit Centers vs Cost Centers at Tech Companies
Why the difference between them matters for career growth, and how to determine which one you work in
·newsletter.pragmaticengineer.com·
Profit Centers vs Cost Centers at Tech Companies
PagerDuty (PD) Stock Analysis - Software Stack Investing
PagerDuty (PD) Stock Analysis - Software Stack Investing
A detailed analysis of PagerDuty stock, including the product offering, addressable market and growth vectors. Investors can use this to consider purchasing PD stock.
·softwarestackinvesting.com·
PagerDuty (PD) Stock Analysis - Software Stack Investing
Twilio (TWLO) Stock Recommendation - Software Stack Investing
Twilio (TWLO) Stock Recommendation - Software Stack Investing
Twilio (TWLO) should be considered for long-term investment. It is developer-centric, founder led and rapidly iterating to address an enormous market.
·softwarestackinvesting.com·
Twilio (TWLO) Stock Recommendation - Software Stack Investing
MongoDB (MDB) Stock Recommendation - Software Stack Investing
MongoDB (MDB) Stock Recommendation - Software Stack Investing
MongoDB (MDB) stock should be considered for long term investment. Based on my characteristics for a successful software stack company, I expect MongoDB to
·softwarestackinvesting.com·
MongoDB (MDB) Stock Recommendation - Software Stack Investing
Smartsheet and the Citizen Developer
Smartsheet and the Citizen Developer
Smartsheet should be considered for long term investment. They are a recognized leader in an expanding market with impressive penetration in the Fortune 500.
·softwarestackinvesting.com·
Smartsheet and the Citizen Developer
Zendesk (ZEN) Stock Analysis - Software Stack Investing
Zendesk (ZEN) Stock Analysis - Software Stack Investing
Zendesk (ZEN) is a leading provider of customer engagement systems. We recommend the stock for long term investment due to its rapid product expansion and huge market opportunity.
·softwarestackinvesting.com·
Zendesk (ZEN) Stock Analysis - Software Stack Investing
Elastic (ESTC) Stock Analysis - Software Stack Investing
Elastic (ESTC) Stock Analysis - Software Stack Investing
I expect Elastic's stock price to increase significantly over the next 5 years, due to their leading position as a generalized development platform for search.
·softwarestackinvesting.com·
Elastic (ESTC) Stock Analysis - Software Stack Investing
Docusign (DOCU) Stock Analysis - Software Stack Investing
Docusign (DOCU) Stock Analysis - Software Stack Investing
An in-depth analysis of DocuSign (DOCU) stock, covering financials, product offerings, addressable market and competitive landscape.
·softwarestackinvesting.com·
Docusign (DOCU) Stock Analysis - Software Stack Investing
Okta (OKTA) Stock Analysis - Software Stack Investing
Okta (OKTA) Stock Analysis - Software Stack Investing
An in-depth analysis of Okta (OKTA) stock, covering financials, product offerings, addressable market, competitive landscape, sales strategy and leadership.
·softwarestackinvesting.com·
Okta (OKTA) Stock Analysis - Software Stack Investing
Decentralization Effects - Software Stack Investing
Decentralization Effects - Software Stack Investing
Internet usage patterns and delivery of software applications are undergoing major paradigm shifts. Decentralization is the primary pattern - transitioning
·softwarestackinvesting.com·
Decentralization Effects - Software Stack Investing
Fastly (FSLY) Q1 2020 Earnings Results Review
Fastly (FSLY) Q1 2020 Earnings Results Review
Fastly (FSLY) released Q1 2020 earnings results on May 6. I review the financials, customer growth, product improvements and the leadership transition for this leader in edge compute.
·softwarestackinvesting.com·
Fastly (FSLY) Q1 2020 Earnings Results Review
Datadog (DDOG) Q2 Recap - Software Stack Investing
Datadog (DDOG) Q2 Recap - Software Stack Investing
I review Datadog's Q2 2020 earnings results, including product updates, customer wins and the competitive landscape.
·softwarestackinvesting.com·
Datadog (DDOG) Q2 Recap - Software Stack Investing
A Warehouse for Warehouses - Software Stack Investing
A Warehouse for Warehouses - Software Stack Investing
A solution that is well-suited to address these requirements is the Snowflake Data Cloud, specifically their Data Sharing capability and the new Data
·softwarestackinvesting.com·
A Warehouse for Warehouses - Software Stack Investing
Alteryx (AYX) Stock Recommendation - Software Stack Investing
Alteryx (AYX) Stock Recommendation - Software Stack Investing
Alteryx (AYX) stock should be considered for long term investment. Growth will be driven by their expanding product offering in an enormous addressable market. Their data analytics platform is deeply embedded and highly valued by major enterprises, particularly in the global 2000.
·softwarestackinvesting.com·
Alteryx (AYX) Stock Recommendation - Software Stack Investing
Don't Read History for Lessons - Commonplace
Don't Read History for Lessons - Commonplace
Learning from history is often problematic — history is context and path dependent, and it doesn't repeat itself. But what if there is a better way to read history, one that sidesteps these problems?
·commoncog.com·
Don't Read History for Lessons - Commonplace
Range - Commonplace - The Commoncog Blog
Range - Commonplace - The Commoncog Blog
David Epstein's mediocre book argues the merits of being a generalist. Instead of reading it, read this and subscribe to Epstein's newsletter.
·commoncog.com·
Range - Commonplace - The Commoncog Blog
You Are Your Business Model -
You Are Your Business Model -
In the S-1 form that NerdWallet filed with the SEC, prior to going public, the company stated that “NerdWallet exists for one reason: to empower consumers and SMBs with financial guidance they can trust.” NerdWallet attempts to do this by providing, among other things, reviews of financial products and lists of the best financial products…
·workweek.com·
You Are Your Business Model -