RIA Weekly

Episode 221: How to turn $2bn into $5bn

Informações:

Sinopse

Coté probably messed up his math on the Thoma Bravo profit from Compuware. Maybe it's more like $5bn (https://buttondown.email/cote/archive/they-found-5-billion-in-the-couch/). But, obviously, he's just farting around with incomplete information. He apologies and will sit in the corner for awhile. For entertainment only! With the virus shutting down conferences and keeping people in the home office, we discuss the value of in-person conferences and how remote ones might could be better. Also, GKE’s kubernetes cluster pricing (and Amazon’s drop to match the price) gives us an anchoring point for pricing running a cluster. Coupled with the recent CNCF survey you could make an interesting stew. Finally, Coté tries to run some numbers to figure out how much Thoma Bravo profited from taking Compuware private. (Also, he always mispronounces it as Thom-oh Bravo.) Hey! If you want to understand VMware’s new strategy and portfolio around application development, tune into the March 10th webinar on the topic (https://