Breaking Analysis: Break up Amazon? Survey Suggests it May Not be Necessary

Despite the posture that big tech generally and Amazo.com Inc.specifically should be regulated and/or broken apart, recent survey research suggests that Amazon faces many disruption challenges, independent of any government intervention. Specifically, respondents to our survey believe that history will repeat itself in that there’s a 60% probability that Amazon will be disrupted by market […]
Breaking Analysis: Investors Cash in as Users Fight a Perpetual Cyber War

Despite the more than $100B spent each year fighting cybercrime, when we do an end of year look back and ask, “how did we do” — the answer is invariably the same; worse than last year. Pre-pandemic, the picture was disheartening. But since March of 2020 the situation has only worsened as cybercriminals have become […]
Breaking Analysis: Here's Why AWS' and Azure's Cloud Momentum is Accelerating

Despite all the talk about repatriation, hybrid and multi-cloud opportunities and cloud as an increasingly expensive option for customers…the data continues to show the importance of public cloud to the digital economy. Moreover, the two leaders, AWS and Azure are showing signs of accelerated momentum that point to those two giants pulling away from the […]
Breaking Analysis: Here’s Why AWS’ and Azure’s Cloud Momentum is Accelerating

Despite all the talk about repatriation, hybrid and multi-cloud opportunities and cloud as an increasingly expensive option for customers…the data continues to show the importance of public cloud to the digital economy. Moreover, the two leaders, AWS and Azure are showing signs of accelerated momentum that point to those two giants pulling away from the […]
Breaking Analysis: Cutting Through the Noise of Full Stack Observability

Full stack observability is the new buzz phrase. As businesses go digital, customer experience becomes ever more important. Why? Because fickle consumers can switch brands in the blink of an eye – or the click of a mouse. Every vendor wants a piece of the action in this market including companies that have provided traditional […]
Breaking Analysis: What Could Disrupt Amazon?

What Could Disrupt Amazon? Weigh in and take the survey. Five publicly traded, US-based companies have market valuations over or just near one trillion dollars. As of Oct. 29th, Apple and Microsoft top the list, each at $2.5T, followed by Alphabet at $2T, Amazon at $1.7T and Facebook (now Meta) at just under $1T – off […]
Breaking Analysis: Data Mesh…A New Paradigm for Data Management

Data mesh is a new way of thinking about how to use data to create organizational value. Leading edge practitioners are beginning to implement data mesh in earnest. Importantly, data mesh is not a single tool or a rigid reference architecture. Rather it’s an architectural and organizational model that is designed to address the shortcomings […]
Oracle MySQL Database Service with HeatWave & Autopilot Sets the Bar Orders of Magnitude Higher Than AWS, Azure, Google, & Snowflake
Oracle MySQL Database Service with HeatWave & Autopilot Sets the Bar Orders of Magnitude Higher Than AWS, Azure, Google, & Snowflake by, Marc Staimer October 2021 Research Premises Less than a year after Oracle completely shook up the MySQL cloud database service market with its introduction of […]
Oracle MySQL Database Service with HeatWave & Autopilot Sets the Bar Orders of Magnitude Higher Than AWS, Azure, Google, & Snowflake
Oracle MySQL Database Service with HeatWave & Autopilot Sets the Bar Orders of Magnitude Higher Than AWS, Azure, Google, & Snowflake by, Marc Staimer October 2021 Research Premises Less than a year after Oracle completely shook up the MySQL cloud database service market with its introduction of […]