There is often a mistaken impression that covering the enterprise is kind of dull when compared to the consumer side of the house, but having followed the space for a couple of decades now, I can tell you that nothing could be further from the truth.
For one thing, there’s big money in the enterprise, like Oracle buying Cerner last week for $28 billion and shaking up the healthcare vertical while they were at it, or UiPath going from obscure startup to $35 billion RPA juggernaut earlier this year, before falling back a bit after going public.
There’s intrigue, like when activist investors try to force companies to make moves they normally wouldn’t want to make, and battles for control of the board like we saw at Box this year.
There’s drama, like the three-year battle among the biggest enterprise cloud infrastructure companies in the world for the $10 billion Department of Defense JEDI cloud contract, a procurement process that had everyt …
