Analyst
United States
Joined November 2014
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Packet: Baremetal Infrastructure with Zachary Smith and @NathanGoulding @zsmithnyc @packethost @equinix softwareengineeringdaily.com…
Cloudflare kicks off 2020 with a move towards a cloud (security) operating model ift.tt/2FyxnVR
Importance of $EQIX's interconnection in a multi/hybrid cloud world GOOG youtube.com/watch?v=FU-EQZ5X…
18 months ago a notorious patent troll took aim at Cloudflare. But with Project Jengo (and the support of many of you) we fought back, won, and hopefully sent a message to patent trolls everywhere. blog.cloudflare.com/the-proj…
$SPOT about podcast driving premium growth - "almost too good to be true" investors.spotify.com/financ…
NYU Stern's Platform strategy videos are must watch - these are from their inaugural digital innovation conference - have tons of information about platform businesses, governance, regulation etc. youtube.com/watch?v=3PgRUYgO…
@Bluegrasscap In case if you haven't seen this already - Presentation from the business of platforms author Prof. @AnnabelleGawer youtube.com/watch?v=KdtKpUf2…
India OTT subscribers from India Mobile Broadband Index 2019 $DIS $GOOG $AMZN $NFLX onestore.nokia.com/asset/206…
Individual Investor retweeted
Im looking for a job at either a family office or an investment fund. Most interested in team, culture, learning, mentorship; less interested in title, money. Resume pictured. Appreciate your help connecting me with the right group. #retweet
$CSCO's security services grew 18% y-o-y this quarter... comments about their cloud based identity access management service Duo $OKTA seekingalpha.com/article/424…
