The Week in Cloud: March 17, 2019

The Week in Cloud: A look at the stories in Cloud, SaaS, and business software that we found particularly useful and interesting. Big or small.

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Microsoft is doing a strong job of being the alternative for folks simply worried about Amazon. Number 2 is still awfully big in the largest market in all of Cloud:

https://www.cnbc.com/2019/03/16/why-volkswagen-chose-microsoft-azure-over-aws.html?utm_source=quora&utm_medium=referral

A huge donation, driven by the Cloud:

https://www.cnn.com/2019/03/14/tech/azim-premji-donation-billion-india/index.html

Amazon connecting start-ups needing funding — and VC firms needing funding!! — to potential investors:

https://www.cnbc.com/2019/03/15/aws-pilots-pro-rata-program-to-connect-investors-with-start-ups.html?utm_source=quora&utm_medium=referral

Lots of change at Zenefits, caught up in the college entrance scandal:

https://www.sfchronicle.com/business/amp/Zenefits-in-midst-of-makeover-has-lost-almost-13692789.php?__twitter_impression=true&utm_source=quora&utm_medium=referral

Salesforce and others prepare for Brexit, move centers elsewhere in Europe:

https://www.cnbc.com/2019/03/14/brexit-shows-up-in-risk-factors-earnings-calls-for-salesforce-others.html?utm_source=quora&utm_medium=referral

PagerDuty files to IPO, with 10,000+ customers:

https://www.bloomberg.com/news/articles/2019-03-15/software-maker-pagerduty-files-for-ipo-claiming-10-800-customers

Huawei is developing its own operating system as its ban continues:

https://www.businessinsider.com/huawei-has-developed-android-windows-os-replacements-2019-3?utm_source=quora&utm_medium=referral

Google moves away from two-factor authentication over phone due to rampant spoofing risks:

How ServiceTitan became a unicorn selling to plumbers and janitors:

https://www.latimes.com/business/technology/la-fi-tn-servicetitan-unicorn-glendale-20190315-story.html

DropBox quietly pushes up conversions to paid by limiting Free to 3 devices:

https://www.theverge.com/platform/amp/2019/3/14/18265574/dropbox-3-device-limit-free-accounts-plus-professiona

MongoDB still growing 70%+ annually. This is fairly incredible:

Venture and start-ups are risky, but it works when done right. Yale, one of the top endowments, boosts venture to an aggressive 20%+ of its holdings:

Domo rebounds after its IPO, grows 31%, now back over $1b+ in valuation. It’s not always easy, but recurring revenue … recurs.

Acquisition multiples in SaaS/Cloud doubled last year. That’s a lot. Private Equity is forcing public companies to pay up:

https://seekingalpha.com/article/4248216-private-equity-placing-floor-tech-valuations?utm_source=quora&utm_medium=referral

The Open Source Wars don’t seem to have dented Mongo, Elastic, etc. yet … but wow, they are heating up:

https://www.zdnet.com/article/open-distro-for-elasticsearch-is-amazons-move-to-show-its-pro-open-source/?utm_source=quora&utm_medium=referral

Published on March 16, 2019

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