Coté Memo #046: Who's got the story?
Meta-data
Hello again, welcome to #046. Today we have 52 subscribers, so we're +/-0. I'd love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you're reading this on the web, you should subscribe to get the daily email.)
See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote.
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Follow-up
Quick Hits
Investor Wants Yahoo and AOL to Merge Into Single Corporate Catastrophe - file under the ever growing "this is why we can't have nice things" category.
Podcasts are back — and making money - Some nice numbers in there. Hopefully I can get some kind of second wind off podcasts. Lord knows it's pretty much the main thing I like to do.
Brace yourself for the corporate journalism wave - there's a lot going on here if you're in the "running your mouth" business like I am. Much of the cash in the analyst world is from marketers at vendors wanting "content" - wanting analysts to support their story, either directly or indirectly. It's kind of stupid as this story stops short of pointing out: why not tell your own story? The important divide to watch is how valuable authentic commentary is. Notice I didn't say "independent." It's important that you trust the people you're listening to (like me, hopefully). I spend a lot of time maintaining an independent voice and opinion and it's not easy or comforting, but I hope the stories I end up telling aren't bull-shit.
Meet the New Enterprise Customer, He’s a Lot Like the Old Enterprise Customer - this pairs oddly good with the qz.com story. The most important point in this point - for you startup, ramen eatin' youngin's - is the "work to live" point. You have to understand how vastly different the "enterprise buyer" is from the typical "tech world" worker. They care about things more important than computers and whether their HTML will validate.
Anthony Bourdain Has Become The Future Of Cable News, And He Couldn't Care Less - Another fine pairing to the Quartz piece: (a.) surely you know that this story is the result of a PR person pitching and arranging the idea to help launch Bourdain's new CNN show? (b.) and yet, it's a good, useful story. I started reading his first book after reading this. It's pretty good so far. I'm taking notes on the structure and format. Key insight so far: there is no story in his book, just characters and funny happenings. Just like a good Coen brothers movie. Cf. MacGuffin or the Roderickian "duck."
Ellison pounds on competitors, sets cloud vision at Oracle OpenWorld 2014 - Dennis does a good job. Oracle is fascinating. So old school, so much money.
Cloudbees Exit PAAS Business, Resign JCP Executive Committee Seat - one of the more honest assessments of the PaaS market and JCP that you'll ever see. Good on Steve Harris for doing so.
1093 research buyers have spoken: HfS’ influence increases more than all the analyst firms - I hear Horses for Sources is a big deal now-a-days. Looks like it. 451 makes a good showing too.
Hipster level final boss, EMC, Beef Jerky, and more OpenStack vs. Docker
This/last week's Software Defined Talk is up. It's a fun one!
Fun & IRL
The Wizard of Oz:WHICH WAY DO WE GO? - for the ever growing list of inside references I use daily.
Turns out Johnny Cash was quite the list maker... pic.twitter.com/zTYRCIMrCO
— Matt Eastwood, IDC (@matteastwood) September 29, 2014