Cloud and infrastructure
I don't really know what to make of this, other than that everybody seems to want a Kubernetes play now to push a multi-cloud story. But don't expect NetApp to suddenly burst out of the storage market and start competing in the broader systems world.
The news here might be inconsequential, but the bigger picture is not. It's a big world out there, and Alibaba is building a strong presence outside of the United States. AWS might own North America, and Alibaba China, which means the war will be won everywhere else.
Apparently its last fund-raise before its planned IPO in November 2020, at a valuation north of $1 billion (Microsoft bought GitHub for $7.5 billion). The big differences between the two appear to be GitLab's open source model and its mission to build an entire application lifecycle platform. Oh, and GitHub's huge lead in users.
If it says so ... We've about challenges to Intel for years, but none have really emerged. Perhaps the culmination of Arm, AMD, GPUs, TPUs/AI chips, etc., will finally have an impact.
Amplify is one of a handful of venture firms dedicated to investing in technical founders across industries, and it has made some solid investments.
A fairly detailed writeup of security at AWS. To its credit, it has been more than a decade without a serious security incident -- something most people probably would have predicted to have happened already. I'll say this about cloud providers: They seem to understand that if there's one place they can't afford to mess up, it's security, and they invest a lot in getting it right.