(Preview) Cloudflare in 2023, Macro Conditions and Microsoft, Questions and Answers on the Tech Layoffs, Diving Deeper (literally) on MVNOs
Sharp Tech with Ben Thompson
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Cloud First Positioning
Cloud first positioning is interesting, I thought all along that there are valuations to get a little bit out of control. The macro economic slowdown is a big opportunity for the biggest companies to really sort of lock in their customer base with SaaS plans. And so we talked about this previously where I expect the office suite and teams and all that sort of stuff,. Like Microsoft's Office division did well last quarter, but not because they added more seats, but because they increased the average revenue per user on the plans they had.
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