It seems not too long ago, business arrangements between application providers were called partnerships….now they carry distended labels like platforms or ecosystems. Platforms come in various guises. Some, like eBay or AirBnB, don’t create products for direct consumption, but instead provide the connective tissue for various constituents of the platform to connect, taking a cut […]
Tag Archives: PaaS
scuttlebits
[scuttlebit] thoughts on ASML
What are scuttlebits? I recently read Focus: The ASML Way by Marc Hijink, a book [...]
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Continue reading →[ALGN] Align Technology
[ALGN] Invisalign: Still the Clear Choice?
MBI and I recorded an episode of Never Sell recently (Global Payments, AI and Software, OpenAI and Anthropic [...]
Continue reading →SAMPLE POSTS
Introducing: scuttlebits!
Hi Everyone, After eight years of writing this blog, I’ve come to realize that habitual [...]
Continue reading →[GPN] Global Payments
Is Global Payments the next Adyen?
(no, but that doesn’t mean it can’t be a good stock) AI-generated podcast conversation: Spotify, Apple AI-generated [...]
Continue reading →[SES.TO] SECURE Waste Management
[SES.TO] From Wellhead to Landfill: How SECURE Built a Duopoly in Oilfield Waste
AI-generated podcast conversation: Spotify, Apple, RSS AI-generated summary: The text examines the lifecycle of oil [...]
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