Normal view

There are new articles available, click to refresh the page.
Yesterday — 22 July 2026Tech

Microsoft 2.5: A new series on the people shaping the company’s future

22 July 2026 at 12:36

Nearly 20 years ago (!), in 2007, I published my first and only book: Microsoft 2.0. It focused on changes I expected at the company in the “Post-Gates” era. What would remain the same and what likely would be different once co-founder and CEO Bill Gates had left the building?

CEO Satya Nadella has not exited the company (yet). But there’s no question that Microsoft and its mission have morphed considerably in the past year or two. I’m not quite ready to christen this the Microsoft 3.0 era, even though Nadella handed the reins of Microsoft’s dominant commercial business to Judson Althoff nearly a year ago.

That decision resulted in Nadella moving into more of a “founder mode” role, allowing him to focus less on the day-to-day work of running the business. (Microsoft historians may recall that Gates made a somewhat similar move back in 2000 when he became Microsoft’s chief software architect.)

While it might not yet be time for Microsoft 3.0, we arguably could be in the “Microsoft 2.5” era. Windows and Office are still around and still play a big role. Microsoft still builds and sells developer tools and databases. But there’s no question that the cloud and all things AI are at the top of the pecking order now.

I’m embarking on a series here at GeekWire that will focus on what matters to Microsoft and, by extension, to its customers, partners, investors, and employees these days. Who are some of the people shaping and leading the company? What are their opportunities and challenges right now?

Over the next few weeks, I will be profiling various Microsoft execs working on plans for Microsoft’s ongoing evolution. Some are company veterans; some are newcomers. I’ll be talking with top execs from Microsoft’s Security, Copilot, Windows + Devices, Xbox, GitHub, and more.

I’m interested in their strategies for Microsoft’s key products and technologies and how they plan to try to turn Microsoft’s ambitious vision into reality. What are their teams building? What do they see as their biggest challenges and opportunities? And where do they see the technologies in their respective areas heading?

I feel like many of us who’ve been keeping track of the biggest tech companies (myself included) have fallen into the trap of blaming or attributing everything a company does to AI. Layoffs? AI is the culprit. Price increases? It’s all thanks to AI. Changing sales strategies? Chalk it up to AI …

But upon further reflection, I believe Microsoft’s strategy is more nuanced than “AI or bust.” There’s no question that Microsoft’s AI ambitions are shaping its goals and tactics. But Microsoft, as a heavily enterprise-focused entity, can’t simply stop supporting products that aren’t built from the ground up with AI (as much as it might like to do so). Nor can it just leave behind customers who aren’t 100% onboard with its AI moves.

Couple those enterprise hurdles with some not-so-popular consumer decisions, like axing 3,200 people in the gaming unit, and Microsoft’s approach to turning the ship looks a lot trickier.

Our Microsoft 2.5 series kicks off Thursday. Stay tuned.

Before yesterdayTech

Startup Spotlight: Hedgehog bets that open-source networking will power the next generation of AI clouds

14 July 2026 at 19:16
Marc Austin of Hedgehog.

As AI workloads drive soaring cloud bills, more companies are weighing whether to move computing out of public clouds and into their own data centers. But building and operating AI infrastructure is far more complicated than simply buying servers — networking has become one of the biggest technical hurdles.

That’s the opportunity Seattle startup Hedgehog is chasing.

Founded in 2022 by CEO Marc Austin, a Cisco networking veteran, Hedgehog develops open-source software designed to make private AI data centers operate more like hyperscale clouds. It has raised $11 million in seed funding, with plans to raise a series A financing round.

We caught up with Austin for the return of GeekWire’s Startup Spotlight to learn more about the 20-person company, the AI networking boom and what surprised him most about building a startup in one of tech’s fastest-moving markets.

In 50 words or less, give us your elevator pitch?

Hedgehog is open-source software that makes AI networking simple. AI clouds and enterprises use it to run GPU networks the way hyperscalers do — deployed in hours instead of months, operated by DevOps teams instead of armies of network engineers, on open hardware with no vendor lock-in.

What problem are you obsessed with solving?

Time to GPU value. A GPU cluster is the most expensive asset most companies will ever buy, and every day it sits idle waiting on the network is money burning. That wait is rarely the hardware — it’s the fabric: weeks or months of scarce network engineers hand-designing, cabling, tuning, and validating it across proprietary CLIs and locked-in vendor gear.

Meanwhile the people told to “own the network” usually aren’t network engineers at all — they’re platform and DevOps teams. We’re obsessed with collapsing that timeline: declare your network like intent in Kubernetes and go from racked GPUs to inference in hours instead of months — on open hardware, no lock-in, no room full of specialists. Cloud-grade networking without hyperscaler headcount.

What surprised you after talking to customers?

How rarely the buyer is a network engineer. It’s platform and DevOps teams, often at AI clouds who just took delivery of thousands of GPUs who are told “you own the network now.” They don’t want to learn BGP; they want a network that behaves like the rest of their cloud-native stack. The other surprise: they don’t just want to run the network, they want to sell it by carving up capacity for their own customers, like a cloud provider does.

How has AI changed the way you build your company?

Twice over.

Our product exists because AI broke traditional networking. Training and inference traffic melts networks designed for web apps.

And AI changed how we build: we use it heavily across engineering, testing, and go-to-market, which lets a small team continuously test every supported device and configuration in our lab and ship with hyperscaler-grade rigor. AI raised the bar for what a startup-sized team can deliver.

What’s one thing people misunderstand about your startup?

That “open source” means hobbyist. The opposite is true: openness is the enterprise feature. Our customers can audit every line of code that runs their fabric, extend it, and never get locked in. Nearly every competitor markets “open networking” while shipping a proprietary controller. Hedgehog is the only one that actually publishes the repo.

What’s the toughest decision you’ve made in the past year?

Betting entirely on Ethernet. We decided open, standards-based Ethernet would win AI networking and put everything behind it. Watching the industry’s largest AI operators now standardize on that same approach makes us feel good about the call — but saying no was hard.

What’s the one piece of advice you give to other entrepreneurs?

Pick the wave, not just the surfboard.

Product decisions are recoverable; betting against a structural industry shift isn’t. Find the standard, the architecture, or the buyer behavior that’s inevitable, align everything to it early, and be patient while the market catches up to your bet.

We’ll know our company has made it when…

Networking is boring again. When a platform engineer stands up a multi-tenant GPU cloud and the network is just a few lines of declared intent that nobody thinks twice about. When “network like a hyperscaler” describes every AI cloud, not just the giants running on Hedgehog, then we will have made it!

Vieu launches AI-ready map of business relationships, challenging tech incumbents

14 July 2026 at 12:34
Vieu co-founders Simon Skaria (left) and Samir Manjure. (Vieu Photo)

Vieu, a Seattle startup aiming to replace cold outreach with warm introductions, launched what it calls the “Business Graph,” a live map of trusted relationships that drive business-to-business sales, marketing, recruiting and fundraising.

The 40-person company, which raised an $11 million seed round in October 2024, has grown to more than 100 enterprise customers including a number of well-known companies. Vieu competes with sales-intelligence tools like ZoomInfo and Outreach, and overlaps with LinkedIn’s Sales Navigator.

The company is led by CEO Samir Manjure and CTO Simon Skaria, both Microsoft alumni. Manjure went on to found KenSci, a healthcare AI startup acquired by Providence in 2021. Skaria has also founded and sold two other startups, Office365Mon and Albits.

The Business Graph, which launched Tuesday, maps relationships between people and companies based on observed signals — such as shared work history, co-authored research, board affiliations, and joint ventures — rather than the self-reported connections that populate LinkedIn.

Common use cases include finding someone who can make an introduction to a decision-maker at a target account, quietly checking references on a job candidate, and figuring out which LinkedIn connections a salesperson actually knows versus the ones they simply accepted a request from.

Vieu says the graph can be used inside its own app or queried directly by AI assistants like Anthropic’s Claude and Google’s Gemini, and it integrates with CRM, email, and Slack.

Manjure said Vieu still has the majority of its 2024 seed round in the bank and has not raised new funding. The company charges customers a platform fee for access to the Business Graph plus outcome-based pricing tied to specific use cases like sales, recruiting, and fundraising.

Apptio co-founders reunite to launch enterprise AI startup Thira with $21M in funding led by Madrona

14 July 2026 at 11:57
Thira co-founder and executive chairman Sunny Gupta at a 2017 event. (GeekWire File Photo)

Sunny Gupta has led two prior enterprise tech companies with backing from venture capital firm Madrona in the past 20 years. iConclude sold to Opsware. Apptio sold to Vista Equity Partners, then to IBM for $4.6 billion.

Now they’re getting the band back together for the AI era. Madrona’s Matt McIlwain is calling it the biggest opportunity “by far.”

Thira co-founder Kurt Shintaffer was Apptio’s co-founder and CFO. (LinkedIn Photo)

Gupta is launching Thira, a Bellevue, Wash.-based enterprise AI startup, with Apptio co-founder Kurt Shintaffer, and leaders from companies such as Atlassian, Oracle, and Databricks. Thira announced Tuesday that it raised $21 million in seed funding led by Madrona, with participation from FUSE.

The idea: Thira is building AI to handle the behind-the-scenes tasks that keep big companies running, like setting up a new hire’s laptop, resetting a locked account, or approving a software purchase. The pitch is to enable a “back-office that runs itself,” according to the company.

It’s starting with IT support. The company is building software agents that can take an IT ticket, work it across the systems where the actual fixes happen — such as ServiceNow, Jira Service Management, Freshservice, and the identity and device-management tools that connect them — and close it out.

Finance and HR systems are also on the roadmap. Thira’s job listings describe agents built to “autonomously run the back-office work that consumes companies today, across IT, finance, HR, and beyond.”

Thira is entering a crowded market. ServiceNow closed its $2.85 billion acquisition of Moveworks last December to build autonomous IT ticket resolution into its service management platform. Startups including Aisera, Rezolve.ai, and Serval are pursuing similar territory.

Part of Thira’s bet is that Gupta and Shintaffer’s relationships with CIOs, which they built over many years at Apptio, will help to give it a foot in the door. Thira says it’s working with 10 companies as design partners ahead of a broader launch this fall.

In many ways, it’s a step beyond Apptio, which helps CIOs see where their companies spend money on technology. Thira is aiming to go past visibility to the “system of execution,” actually doing the work.

In a post on LinkedIn, Gupta said he began hearing from CIOs during Apptio tenure who wanted not only visibility into spending but also the ability to act on inefficiencies and automate work.

“In early 2026, I asked more than twenty CIO friends a simple question: has enough changed that what they’ve been asking for is finally buildable? The answer was yes, and bigger than I expected,” he wrote.

Thira’s team also includes:

Gupta has been Smartsheet’s executive chair since August 2025, when longtime CEO Mark Mader retired. He also served as acting CEO until Raj Singh was named CEO in October 2025. Shintaffer was Smartsheet’s CFO from July 2025 to May 2026.

McIlwain, the Madrona managing director, is joining Thira’s board of directors. FUSE founding partner Kellan Carter is a board observer.

In a statement, McIlwain said the founding team pairs Gupta and Shintaffer’s two decades of enterprise credibility at Apptio with what he calls “AI-native innovators.” He added, “This is my third time starting and building a company with Sunny and it is by far the largest opportunity we have pursued together.”

Salesforce’s Tableau renews Fremont office lease, signaling long-term Seattle commitment

By: John Cook
14 July 2026 at 11:08
Tableau’s Data 1 building in Seattle’s Fremont neighborhood. (Weber Thompson Photo)

Salesforce’s Tableau business has renewed its lease for roughly 114,000 square feet at the Data 1 office building in Seattle’s Fremont neighborhood, extending its long-term home in the city.

The lease renewal takes effect after the current agreement expires in 2029, according to an announcement Monday first reported by the Puget Sound Business Journal. It marks the largest office lease renewal in Seattle this year.

The renewal continues Tableau’s long association with Fremont, where the company added offices over the years to accommodate its rapid growth before its $15.7 billion acquisition by Salesforce in 2019. Salesforce CEO Marc Benioff once said the Seattle region would become the company’s “HQ2” with the Tableau deal.

However, the years following the acquisition brought significant change. Salesforce conducted multiple rounds of layoffs that affected Tableau employees and trimmed its Seattle office footprint as hybrid work reshaped demand for office space.

Former Tableau CEO Mark Nelson also departed in 2024 after leading the business for two years. Before the acquisition, Tableau had grown to about 4,200 employees worldwide, about half of them in the Seattle region. 

Salesforce originally planned to sublease the Data 1 building at 744 N. 34th St., which Tableau opened in 2018. But it then quickly reversed course in 2023, instead choosing to put its nearby Fremont headquarters building on the sublease market.

The Tableau news also comes at a changing time for Fremont.

Last year, Google announced plans to leave its Fremont campus, bringing all of its employees in Seattle together at its South Lake Union campus. At the time, it cited a desire for better collaboration and community. The pending departure has meant a large chunk of prime office space remains available for lease along the Lake Washington Ship Canal.

However, other companies and organizations have discovered the so-called “Center of the Universe.” Chip maker Nvidia recently leased 28,000 square feet of space at The Fremont Lake Union Center building and the global biotech nonprofit PATH last year took over offices formerly occupied by Tableau in Fremont’s West Dock building.

We’ve reached out to Salesforce about the Tableau lease, and we will update this post as we learn more.

UPDATE with statements from Salesforce and Hess Callahan Grey Group:

“Data 1 has been a critical hub for our local employees and customers, and we are thrilled to continue our presence in Fremont,” said Rob McCorkindale, VP of Global Real Estate Portfolio & Transactions at Salesforce. “This renewal underscores our continued investment in the Seattle region and our focus on creating spaces that inspire our people to do their best work.”

“Salesforce has been an exceptional tenant and a valued presence in the Fremont community since Data 1 was completed,” said Mark Grey, partner at Hess Callahan Grey Group. “Their decision to extend their commitment to the building speaks to the enduring appeal of Fremont and the importance of creating great environments for leading employers. Salesforce is an integral part of the neighborhood’s technology ecosystem, and we are proud to continue supporting their long-term presence in Seattle.”

❌
❌