5 ms·

Cloud Wars and Company Wars

1 points by ridruejo 5y ago

darwinwhy 5y ago
Is this pod worth listening to? Kinda hard to decide based on the transcript-lacking landing page.
- ridruejo 5y ago
  I enjoyed it. It basically a conversation about the experience of Dell taking his company private and then public again and the underlying thesis for doing so (is the future public cloud? Edge?). Flowed well and felt like being a fly on the wall with them having coffee and talking about the industry
simonebrunozzi 5y ago
I'd like to share some dated, but still relevant, annual reflections on "cloud wars" that I wrote in 2016 [0] and 2017 [1]. Back then I was an exec at VMware, CTO of their cloud division (vCloud Air), and previously a Tech Evangelist at AWS. I re-read them now, after 4-5 years, to see how much I was right and wrong about my predictions. I hope you find these interesting. [0]: https://medium.com/simone-brunozzi/the-cloud-wars-of-2016-3f87e0a03d18 https://medium.com/simone-brunozzi/the-cloud-wars-of-2016-3f... [1]: https://medium.com/simone-brunozzi/the-cloud-wars-of-2017-ac9f352911a2 https://medium.com/simone-brunozzi/the-cloud-wars-of-2017-ac...
webmaven 5y ago
Is there a transcript somewhere?
1cvmask 5y ago
https://www.platformonomics.com/2019/07/the-cloud-is-not-flat-2019-edition/ https://www.platformonomics.com/2019/07/the-cloud-is-not-fla... https://www.platformonomics.com/2020/12/2020-platformonomics-blog-retrospective/ https://www.platformonomics.com/2020/12/2020-platformonomics...
m0zg 5y ago
There weren't really any "cloud wars" until very recently Cloudflare started murdering egress cash cows for the Big Three. Antitrust authorities have probably been paid off by lobbyists to not pay attention to this rather obvious price fixing.
greenail 5y ago
I recall Lydia Leong's theory was that the number of big cloud players would be driven by what the ecosystem could support. If you are providing services on top of cloud technology you can't really afford to support more than a hand full of APIs.
- simonebrunozzi 5y ago
  Very humbly, I don't think she's as smart or knowledgeable as most people think she is. I had two group conversations with her, and in both cases I just failed to understand her arguments. She was also wrong on both cases, in retrospect. An example? vCloud Air can be credible only when it will have a global presence. vCloud Air then proceeds to build/buy locations in Japan, Germany and Australia. One year later, vCloud Air is no more. Guess the global presence didn't matter that much. The problem was the product, not the locations. Sorry, but my opinion on analysts that never built a company or never really practiced has never been particularly high. It might just be my own personal bias.
  - 1cvmask 5y ago
    Gartner has a history of getting things awfully wrong: https://www.engadget.com/2015-01-05-in-2011-gartner-made-this-hilarious-prediction-about-the-iphone.html https://www.engadget.com/2015-01-05-in-2011-gartner-made-thi...

1 points by ridruejo 5y ago

darwinwhy 5y ago

Is this pod worth listening to? Kinda hard to decide based on the transcript-lacking landing page.

ridruejo 5y ago
I enjoyed it. It basically a conversation about the experience of Dell taking his company private and then public again and the underlying thesis for doing so (is the future public cloud? Edge?). Flowed well and felt like being a fly on the wall with them having coffee and talking about the industry

simonebrunozzi 5y ago

I'd like to share some dated, but still relevant, annual reflections on "cloud wars" that I wrote in 2016 [0] and 2017 [1]. Back then I was an exec at VMware, CTO of their cloud division (vCloud Air), and previously a Tech Evangelist at AWS. I re-read them now, after 4-5 years, to see how much I was right and wrong about my predictions. I hope you find these interesting. [0]: https://medium.com/simone-brunozzi/the-cloud-wars-of-2016-3f87e0a03d18 https://medium.com/simone-brunozzi/the-cloud-wars-of-2016-3f... [1]: https://medium.com/simone-brunozzi/the-cloud-wars-of-2017-ac9f352911a2 https://medium.com/simone-brunozzi/the-cloud-wars-of-2017-ac...

webmaven 5y ago

Is there a transcript somewhere?

1cvmask 5y ago

https://www.platformonomics.com/2019/07/the-cloud-is-not-flat-2019-edition/ https://www.platformonomics.com/2019/07/the-cloud-is-not-fla... https://www.platformonomics.com/2020/12/2020-platformonomics-blog-retrospective/ https://www.platformonomics.com/2020/12/2020-platformonomics...

m0zg 5y ago

There weren't really any "cloud wars" until very recently Cloudflare started murdering egress cash cows for the Big Three. Antitrust authorities have probably been paid off by lobbyists to not pay attention to this rather obvious price fixing.

greenail 5y ago

I recall Lydia Leong's theory was that the number of big cloud players would be driven by what the ecosystem could support. If you are providing services on top of cloud technology you can't really afford to support more than a hand full of APIs.

simonebrunozzi 5y ago
Very humbly, I don't think she's as smart or knowledgeable as most people think she is. I had two group conversations with her, and in both cases I just failed to understand her arguments. She was also wrong on both cases, in retrospect. An example? vCloud Air can be credible only when it will have a global presence. vCloud Air then proceeds to build/buy locations in Japan, Germany and Australia. One year later, vCloud Air is no more. Guess the global presence didn't matter that much. The problem was the product, not the locations. Sorry, but my opinion on analysts that never built a company or never really practiced has never been particularly high. It might just be my own personal bias.
- 1cvmask 5y ago
  Gartner has a history of getting things awfully wrong: https://www.engadget.com/2015-01-05-in-2011-gartner-made-this-hilarious-prediction-about-the-iphone.html https://www.engadget.com/2015-01-05-in-2011-gartner-made-thi...