I’m keeping it brief today because nothing really piqued my interest too much, but these three stories (well 5 links in total) seemed worth calling out up top:
Introducing Cloudflare Stream: Fixing the streaming video market (Cloudflare):
To me, this doesn’t seem like a natural fit with Cloudflare’s current business, except insomuch as the company’s investment in web performance and distributed internet architecture probably ease the process of delivering video to consumers. And, hey, if Cloudflare found an opportunity to exploit an underserved market, kudos to them. Honestly, a company like Facebook could spin out a B2B business and make a lot of money on things like this, too.
Guess who’s king of cloud revenue growth? It’s not Amazon or Microsoft (Fortune):
Spoiler alert: It’s Alibaba Cloud, which Gartner says grew its cloud revenue 126 percent last year. It’s still only a fraction of AWS’s revenue in total, but there’s a very large opportunity for Alibaba to dominate the international market, especially in geographies where AWS, Microsoft and Google haven’t yet invested many resources. Also in China.
Microsoft’s corporate makeover continues: Here’s a trio of stories that speak in distinct ways about the cultural, corporate and technological evolution (or revolution?) Satya Nadella is driving at Microsoft. For whatever my opinion’s worth on this, it feels like Microsoft is really heading in the right direction: