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Monday, 1 May 2023

An interview with Google Cloud CEO Thomas Kurian about the unit finally turning a profit in Q1 2023, in part by making its data center operations more efficient (Jordan Novet/CNBC)

Jordan Novet / CNBC:
An interview with Google Cloud CEO Thomas Kurian about the unit finally turning a profit in Q1 2023, in part by making its data center operations more efficient  —  - Google said this week that its cloud unit finally turned profitable in the first quarter.  — Since ex-Oracle exec Thomas …



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Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

Ryan Vlastelica / Bloomberg : Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025...