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News Analysis

Tech’s Oakland Opportunity

By Cory Weinberg · Mar 21, 2017 10:54 AM PDT · 5 comments

Uber’s partial retrenchment from its future Oakland outpost appeared to be another example of the big tech companies spurning San Francisco’s eastern neighbor. Instead of relocating a few thousand employees to the building it acquired in 2015, Uber will instead have a few hundred there, at least initially. 

But it could work in Oakland’s favor. Uber is continuing its ...

At Twitter, Who Makes Decision to Sell?

By Martin Peers and Steve Nellis · Sep 23, 2016 2:22 PM PDT

So who at Twitter decides whether to sell? Right now, that may be a crucial question for potential bidders reported to be looking, such as

If it’s up to Twitter CEO Jack Dorsey, there may be no deal. Mr. Dorsey was, at least until recently, opposed to selling the company, says a person with knowledge of the situation. Mr. Dorsey wanted to keep Twitter independent and turn ...

In the Cloud, Oracle Shops the Discount Aisle

By Steve Nellis · May 02, 2016 12:02 PM PDT

With two deals in two weeks, Oracle seems to have kicked off the cloud software deal-making spree that The Information and others have predicted for a year. 

It’s easy to see why: Oracle is getting much-needed cloud revenue at historically low prices in industries where it already has a foothold it can leverage. A quick sift through the finances of other publicly traded cloud ...

Why Slack Needs a Product Fix

By Steve Nellis · Apr 13, 2016 7:02 AM PDT · 6 comments

Slack’s recent $200 million fundraising, at a 36% higher valuation than a year ago, is a reminder that investors remain big believers in the fast-growing chat app. Slack not only aims to win the niche of chat. It also wants to be the main way that people communicate with each other and with the various software systems that make up a business.

But Slack may find it hard to justify its ...

The Case Against a Google Phone

By Amir Efrati · Nov 11, 2015 7:01 AM PST · 5 comments

Whether to build a phone from scratch and sell it directly to consumers is a matter of debate inside of Google, as we reported on Tuesday. Given the risks of such a move and the low chance of success, it seems a bad idea for Google to pull the trigger.

Among the issues: Google could alienate its handset maker partners, like Samsung or Huawei, by making its own phone. And in all likelihood a ...