The basic moatiness of V/MA has been tirelessly discussed for years and is well understood, so I’ll try not to belabor the point and focus instead on some less frequently explored angles. But I do need to establish a common denominator, starting with the 4-party model….apologies if you know all this, I’ll be quick about […]
Tag Archives: Bitcoin
scuttlebits [GWRE] Guidewire Software
[scuttlebit] Guidewire scales
What are scuttlebits? Nowhere is the insurance industry’s notorious resistance to change more evident than [...]
Continue reading →scuttlebits [WISE] Wise plc
[scuttlebit] Wise is probably going to be fine
What are scuttlebits? “we fundamentally believe whoever has the best infrastructure in this space will [...]
2 Comments
Continue reading →[IT] Gartner
Is Gartner Doomed?
In simple terms what Gartner does is it furnishes research reports that executives use to [...]
1 Comments
Continue reading →scuttlebits [SCHW] Charles Schwab
[scuttlebit] Charles Schwab is so back
What are scuttlebits? Nobody talks about Charles Schwab anymore, but just two and a half [...]
Continue reading →scuttlebits
[scuttlebit] thoughts on ASML
What are scuttlebits? I recently read Focus: The ASML Way by Marc Hijink, a book [...]
1 Comments
Continue reading →