Tag Archives: profit

Negative Cloud Margins?

A few days ago, I had a conversation with a friend of mine who told me something shocking: a particular cloud company’s gross margins on cloud products are below -40%. That is not a typo, it is minus 40% or worse. Essentially, the … Continue reading

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Mind Your Margins… Again!

I have no idea why it surprises everyone. Every time some technology goes through the “hype cycle”, or the sector as a whole goes through a “we’re not in a bubble” bubble, inevitably, when the hype dies down or the … Continue reading

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Scenes from a BBQ Restaurant

Years ago, a young man, let’s call him D, with whom I had once gone to summer camp followed his dream and opened a meat restaurant. They had great big burgers, flaming wings, fresh onion rings and fries, a meat-lovers dream. … Continue reading

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