The Big Themes:

• Apple and a thousand Intel employees: The M1 chipset Apple wanted was a billion-dollar investment in 5G, which they did in 2019. Will Apple use M1 to go up against AWS?
• The 800-pound gorilla: Microsoft has a culture that looks less transactional and more collaborative. They are a Trojan Horse – and an 800-pound gorilla.
• Oracle and SAP are back at it again: They’re both creating elegant and powerful new apps for industry-specific solutions in what promises to be a huge new market.
• Transform the industry: How we can be business partners to transform healthcare, manufacturing, automotive, and mobility – and how to adjust those businesses over the next 12 to 18 months.

The Big Quotes:

“I literally can't come up with anybody other than potentially Jeff Bezos, who just wants to be CEO of this whole thing, who this isn't a win for spinning out AWS at this point.”

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