Episode 94: The Donnie Berkholz Episode, "Freedom in health-care: a regular 'heck of a job, Comey' situation," DevOps & security, & Canonical's IPO ambitions
May 16th, 2017 | 59 mins 35 secs
cloud, conjur, cyberark, donnie berkholz, execs, health-insurance, hsa, m&a, openstack, pam, security
In a too rare spate of social commentary, we start talking about the price of hipster avocados in Australia and US health insurance. With one of our favorite analysts moving over the enterprise side, we talk about what it'd be like going through that door. We then wrap up talking about Canonical's IPO talk, related OpenStack market discussion, and then use CyberArk's acquisition of Conjur to discuss the state of privileges access management (PAM). We end, as always, with recommendations, including some CostCo discussion.
January 30th, 2017 | 1 hr 1 min
apiary, appdynamics, atlasssian, cisco, m&a, oracle, trello
With a flurry of M&A over the past few weeks, we discuss some of the more popular ones: AppDynamics, Trello, and Apiary. These kind of buys are all about what the acquirer plans to do with the new “asset” and the financial health of the company being acquired. We discuss these recent acquisitions, including who the “losers” are. Also, the low-down on CostCo in Australia!
November 29th, 2016 | 45 mins 37 secs
american airlines, cloud, containers, m&a, microsoft, oracle, southwest, travel
With all those domestic, direct flights, the gang lays out the case for Southwest. Coté salivates at the prospect but is worried about sitting next to chicken cages, but there's plenty of $500 shoe sales people on board. We also discuss Oracle buying Dyn, AWS's power, the looming cloud success of Microsoft, and, of course, containers.