Archive for March, 2017

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Quick Thoughts: A Match Made in the Cloud

The CRM/IBM and GOOGL/SAP partnerships target major synergies between application SW companies and hyperscale datacenter operators as we move to a cloud/AI world IBM acquired a major CRM integrator in 2016; both partners will now sell AI-powered APIs from Watson

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Quick Thoughts: YouTube TV is More Than a Me-Too OTT Service

–     GOOGL is entering the increasingly crowded, but still nascent OTT PayTV market with YouTube TV – a bundle of 40 channels for $35 a month. –     On the surface, YouTube TV’s offering is undistinguished vs. rival services from DISH,

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