Andy on Twitter

  • Looking forward to the next edition worth subscribing to print and online newsletter,
  • Good tips for fundraising. But, first step is to understand how ready you are by getting everything investors need… ,
  • Great tips from a deal maker and good observations on use of machines learning and AI to build better services… ,
  • Great read - love that is smashes the rampant ageism and myth of youth ... Alan Patricof: An Ageless VC Makes a Spl… ,
  • Some of the best music you'll ever listen too... stacked-up and ready to stream ,
  • Warm up for the Sydney to Hobart. ,
  • The power of brand influencers - interesting read. Interested in views on their methodology - might work for US mar… ,
  • Very clever... A Microsoft Excel Artist ,
  • While the problem underlying M&A integration is big, Material Information Platforms implemented pre-transaction wil… ,
  • Wow... t/sheets acquired by Intuit ,
  • Way to start the morning. Beautiful Balmoral.. Balmoral Sailing Club ,
  • Bank inquiry puts global investment at risk: Westpac's David Lindberg.. spot on ,
  • Why are taxi apps so appalling. Slow, lousy interface, freeze... hopeless attempt to satisfy customers and so easily fixed,
  • should give us the option of only accepting drivers who aren’t on a job. Stop “forcing” drivers to take a job while on a job. ,
  • National looks more desperate every day. NZ is lucky to have a leader with this much experience. ,
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Does the cloud exist

Following Larry Ellison’s jab against Cloud Computing, Tim posts a good counter-punch…

So when Larry Ellison says that cloud computing and open source won’t produce many hugely profitable companies, he’s right, but only if you look at the pure software layer. This is a lot like saying that the PC wouldn’t produce many hugely profitable companies, and looking only at hardware vendors! First Microsoft, and now Google give the lie to Ellison’s analysis. The big winners are those who best grasp the rules of the new platform.

So here’s the real trick: cloud computing is real. Everything is moving into the cloud, in whole or in part. The utility layer of cloud computing will be just that, a utility, without outsized profits.

But the cloud platform, like the software platform before it, has new rules for competitive advantage. And chief among those advantages are those that we’ve identified as “Web 2.0”, the design of systems that harness network effects to get better the more people use them.

Nick argues there are inherent flaws to what Tim has to say… both are worth a read.

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