This note also discusses how tech companies are innovating to reduce their dependence on rare raw materials.
Today, we discuss GitHub, using AI to attack Alzheimer’s, the big money in used car marketplaces, and more, including:
- Microsoft was becoming more developer-centric even before GitHub
- Used cars are big business in China and beyond
- To detect Alzheimer’s early, startups are using a wide array of strategies
Healthcare AI startups receive record levels of first round funding - Automakers and consumer electronics companies are reducing, reusing, and recycling rare earth materials
Microsoft’s developer focus was increasing under Satya Nadella even before the GitHub acquisition
With Microsoft’s acquisition of GitHub being the largest enterprise software M&A exit ever, was there an increase in chatter about developers on Microsoft earnings calls?
The graph above shows mentions of the word developer on Microsoft’s earnings calls. The yellow is when Satya Nadella assumed the reigns at Microsoft. We see a modest but not striking uptick in mentions of the word developer.
Microsoft’s investment activity into developer-centric companies, however, has intensified over time via the Microsoft Accelerator or M12, its corporate venture arm.
Its developer-specific investments and acquisitions in just the last year include:
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