Nov 04th, 2020

After 25 Years, I’ll Bite

As a rookie advisor 25 years ago, I vividly recall all of the other young advisors obsessing over tech company earnings reports. Like Captain Renault said in the film classic Casablanca: “Round up the usual suspects.”

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Oct 19th, 2020

A Surprising – and Formidable — Cloud Competitor

In the 2014 comedy “Sex Tape,” a husband and wife, played by Jason Segal and Cameron Diaz, make a racy home move that is inadvertently uploaded to an adult video-sharing site in the cloud. Panic ensues. She: “And you can’t get it down from the cloud!?!” He: “Nobody understands the cloud! It’s a mystery!”

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