It’s all fundings, divestitures and acquisitions this week. HashiCorp gets some cash, HPE sells off it’s software group to Micro Focus, and Google buys Apigee … plus Twitter acquisition rumors. Plus sentient carpets.
Twitter Going to Sell:
- The rumors.
- “I still think Alphabet makes for the most logical acquirer of Twitter.”
- Dark Horse: Apple.
- Really Dark Horse: IBM.
This Week in Tech PE: HPE Spins off Software
- They got divested.
- “HPE will be retaining tools that support the company’s cloud and infrastructure businesses but will be spinning off tools for application delivery management, big data, enterprise security, information management, governance and IT operations management.”
- From what I know of HPE, this seems to be overlapping. I’d love a list of “stays vs. goes.”
- Q3 2017, and you thought Dell/EMC was slow …
- Where does this leave HP? Will they acquire more SW or stay a “systems” company.
- It makes you realize how “small” their SW group was.
- Coté’s notebook on this topic.
- Also, Thoma Bravo says it gets, like, 20–45 percent returns on assets it takes private.
Google Buying Apigee: The Whole API Economy Thing
- They got bought!
- Hear us talk about it on Pivotal Conversations: the gigantic strangler pattern!
HashiCorp Gets $24 Million B-round
- Vault Enterprise, Nomad Enterprise, Terraform Enterprise, Consul Enterprise.
- Coté: what’s the deal with these folks? Are they a competitor to all of us?
Blogging Is Dead
- Coté gets better views/reads in Medium than on his broke-dick blog. (Maybe about 80–100 RSS subscribers.)
- This makes him sad and confused about what he should do.
BONUS LINKS! Not Covered in Show
A16Z Not the Best of the Best?
- “Though it may fall short of some rivals, the company outperforms the average fund: Overall, its three funds have almost doubled their investment capital since inception.”
What’s Cisco up to?
- Our favorite Halo Effect company.
- What’s up with “software-defined networking”? I was talking with someone recently and they posited that it’s “dead-as-in-over-cause-all-the-big-cos-won.” Plus NSX does a lot (1,700 customers), right?
Short History of Open Source Forks
- Lots of examples of successful open source forks.
- “Oracle doesn’t seem to have a very good reputation with open source communities.”
- OS X <- NeXT <- “select parts of BSD”