by Chris Gaun | February 22, 2013 | Submit a Comment
I have a new article article at Quartz (a relatively new magazine under The Atlantic Group). In 1905, Albert Einstein derived that light was composed of particles by fitting his theory to just a handful of data points. This discovery changed our understanding of basic physics and helped usher in a new era of quantum [...]
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by Chris Gaun | January 30, 2013 | Submit a Comment
Amazon released another quarterly report yesterday and there was still no indication that the cloud AWS segment will be broken out from its grouping with non-cloud products. Today, AWS revenue is recognized in the “other” revenue category with non-cloud products while most of Amazon’s business is in the “Media” and “Electronics and other general merchandise” [...]
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by Chris Gaun | January 18, 2013 | Submit a Comment
Facebook announced a search engine this week called Graph Search. Many in the media and Twitter have focused on the competitive position of the new product against Google. No doubt, when people hear “internet search” they think of the companies’ with the largest market share – Google and Bing. The finance community investing in the [...]
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by Chris Gaun | January 4, 2013 | Submit a Comment
Over the break, I wrote an article for Business Insider about Santa’s multimillion dollar technology budget. While $500 million plus per-year is large, there are technology companies with larger capital expenditures. Google, for example, has spent over $500 million a quarter since the middle of 2010. Yes, per quarter! Granted, Google probably spends more on [...]
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