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A cultural gulf has opened up between the realms I call brains and brawn. Others may call this dichotomy digital versus physical, the disruptor mindset versus the incumbent mindset, start-up world versus Fortune 500, or tech culture versus industrial culture.
More recently, this trend has shifted a bit within the Bay Area, which today’s giants like Uber, Airbnb, and Stripe being built in San Francisco proper while incumbents down south have begun scooping up premium commercial real estate in the city. I have been reading Fred’s blog AVC for about a decade now. A blog entry for another day.
As a little tradition on this blog, I’ve singled out companies starting in 2013 with Stripe ; there was Snap back in 2014; Slack in 2015; took a break in 2016, as I wasn’t inspired to select one then; and last year, 2017, was Coinbase.
With nearly 30M users, over 85M code repositories, and marquee technology customers like Amazon, Google, Microsoft, and Apple, among others, GitHub’s ubiquity made it invaluable. As expected, many developers didn’t love the news that some of their work would be concentrated in the hands of a tech incumbent.
Normally, I like to pounce on these big acquisitions quickly with some quick analysis, but big M&A in tech is happening too fast, and it’s graduation season for the toddlers, and family is in town, so for this installment of the blog, we will talk about both Looker and Tableau together, as they’re in the same space.
And I published this on my own startups blog. So for a long time, it was brand, culture, and what I call boldness, which is is the organization taking on enough risk? So when I had culture on my list, I spent 300 hours in the culture code deck at HubSpot. Because people don't love the incumbent right now.
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