The Reasoning Show (formerly The Cloudcast)
Showing posts with label Acquisitions. Show all posts
Showing posts with label Acquisitions. Show all posts

Sunday, October 5, 2025

Will Cloud Providers start acquiring SaaS?

Posted by Brian Gracely
Labels: Acquisitions, AI, AWS, Azure, CAPEX, Cloud Providers, GCP, Investments, Oracle, SaaS

Wednesday, July 16, 2025

Is Cursor having their Docker moment?

Posted by Brian Gracely
Labels: Acquisitions, Anthropic Claude, Coding Assistants, Cursor, Google, Microsoft, OpenAI, Windsurf

Wednesday, April 2, 2025

AI & Cloud Trends for March 2025

Posted by Aaron Delp
Labels: Acquisitions, AI, Coreweave, Intel, NVIDIA, Observability 30, The Wiz, VibeCoding

Sunday, March 23, 2025

Are Acquisitions Making a Comeback?

Posted by Brian Gracely
Labels: Acquisitions, Adjacency, Company Culture, Go To Market, Innovation, M&A, New Markets

Sunday, January 14, 2024

Is 2024 the Year of Accountability?

Posted by Brian Gracely
Labels: Acquisitions, AWS, Broadcom, GCP, Layoffs, Silent Sacking, Unicorns, VMware

Sunday, December 3, 2023

From Cloud to Cloud-native to COVID

Posted by Brian Gracely
Labels: Acquisitions, Cloud, Cloud-First, Cloud-Native, COVID, Crypto, Mobile, Sharing Economy
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