Workday and Hoover Dam: Valuing Cloud Companies
Groupon at $6 billion, for what, coupons? Twitter at who knows how much more, for what, stray pulses of thought? CornerStone OnDemand at 10 times revenues? How much of that is for the words “OnDemand” cleverly tacked onto the name? Are we in the middle of a cloud boom? And if so, can we learn […]
Ladder Apps
The other day, my 2nd grader told me how to get to the moon. Take a ladder and lean it up against the house. Climb up the ladder with a second ladder and put the two together. Then iterate. I was reminded of this the other day when I read yet another press release from […]
