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1) Good GS report on Enterprise Software and how it is changing due to WFH trends.

Cloud adoption accelerating and share is consolidating.

Interesting that adoption of cloud overall and multi-cloud in particular has consistently lagged CIOs own expectations.
2) Always strange to realize for the nth time that we are still early in cloud.

And will be fascinated to see if multi-cloud becomes a reality.

Data gravity is real and the AI benefits of having all your data in the same place are significant.
3) This graph did make me smile.

Suspect that “IoT” has already spent longer in the “infancy” stage than any technology other than VR. It is second only to 5G in my pantheon of all time silly investment themes. 😀
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Gavin Baker
@GavinSBaker
1) Social advertising was more resilient than search partially because it has *less* intent and therefore demand is more fungible.

And there was more demand variance by category in April than at any other point in history.
2) i.e. When travel/auto advertising demand on search declines there isn't anything that can replace it because it search is intent based.

Whereas this is irrelevant on social platforms - easy to substitute a growing category in the feed for the declining categories.
3) Argument by extreme: social platforms can fill 100% of their potential platform wide ad load with one category whereas this is impossible for search.

Credit to an investor who isn't on Twitter for provoking the thought.
Read 3 tweets
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Gavin Baker
@GavinSBaker
1) "You want to cheat the laws of physics, you don't want to confront them." - Jensen Huang

Great interview for anyone interested in semiconductors and datacenter architecture.

nextplatform.com/2020/04/27/nvi…
2) Vastly more venture $ have gone into AI accelerators vs. SmartNICs which will help "cheat the laws of physics" by putting more processing and intelligence in the network.

Suspect SmartNICs will end up being a much better investment.
3) History of semiconductors suggests it is really hard to dethrone a dominant incumbent.

CPUs: ARM couldn't displace x86 in PC/Server, x86 couldn't displace ARM in handsets, AMD has never displaced Intel in x86.

Similar story in GPUs & basebands - same #1, same architecture.
Read 9 tweets
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Gavin Baker
@GavinSBaker
1) So far in the battle of the irresistible force of the largest stimulus ever vs. the immovable object of the sharpest economic slowdown in history, the irresistible force is *overwhelmingly* winning.
2) Market has been rallying on new cases declining, massive stimulus, cleaner positioning and the fact that large parts of the economy will begin reopening - rightly or wrongly - by Memorial Day along with the reality that many of the largest index components benefit from Covid.
3) The market is always anticipatory - and it ripped into the economy reopening vs. around the economy reopening

Even after 20 years, I am surprised by just how anticipatory the market is. I thought I was weeks early writing this vs. only days early.

medium.com/@gavin_baker/v…
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