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He's saying that cloud technology is only just beginning and the bazillion dollars that cloud and cloud related services are currently worth is just the start.

He's saying that cloud technology is only just beginning and the bazillion dollars that cloud and cloud related services are currently worth is just the start. I agree 100%

throwaway4good 4y ago
In what way? Using amazon or azure to host your service? Charging by subscription rather than upfront? Mining your customer's data for fun and profit?
- code_biologist 4y ago
  I think that "operational analytics" covers a portion of what the OP meant: allowing data analytics to help run and make business decisions at a day to day level. > Using amazon or azure to host your service? Yes, the the cloud helps businesses understand, manage costs, and scale without the headaches of haggling with Oracle or enterprise providers. Also, less in-house infrastructure labor needed. Cloud is even easier if a data service provider is managing it for you. > Charging by subscription rather than upfront? Yes, SaaS margins and cash flow structure are something investors love about the data services space. SaaS is not going away. > Mining your customer's data for fun and profit? Well, enabling your customer companies to mine their own data for their fun and profit, with less engineering labor and more operable outputs.
arinlen 4y ago
I'm not sure there's any substance to those beliefs. The push for cloud-agnostic solutions is also a thinly veilled push for self-hosting services, or at least parts of it. Cloud services charge a huge markup for stuff that comes for free somewhere else, like certificates or bandwidth or running your services in dedicated hardware. It's not possible to ignore the fact that "cloud" is a marketing term for renting someone else's hardware, and beyond a certain scale it's always better to run our code in our hardware.
- code_biologist 4y ago
  > beyond a certain scale it's always better to run our code in our hardware. When OP says "We've only scratched the surface of the cloud-enabled TAM." I think he's referring specifically to below that scale, where they mostly don't have in house operators.
- goatherders 4y ago
  Of course there is room for self hosted solutions, which will continue to grow as well. But if you think we are anywhere near peak-cloud then I would be eager to understand your logic. The global cloud market is in the midst of a ~25% CAGR run that shows few signs of slowing. Companies that need mindcrushing amounts of compute are being founded daily in sectors that remain nascent (AI, IoT, space exploration, bio-sciences). Steaming services, data processing, etc etc etc. You're REALLY going to buy a few racks of PowerEdge servers and call it a day day? Of course not. Easily accessible, well managed cloud services are the only sane option. And that doesn't even touch on all the barnacles on the hull of that ship (SaaS, Dev Tools...)
  - arinlen 4y ago
    > But if you think we are anywhere near peak-cloud then I would be eager to understand your logic. I have no idea what you mean by "peak cloud". I do know for a fact that sizeable tech companies are already moving their services away from cloud providers because it makes absolutely no sense to pay small fortunes per month, sometimes costing more than the hardware it takes to run it, just to run stuff on a cabinet you are quite able to afford. I also know that the bulk of these cloud services cater to cargo-cult customers plagued with FOMO.
    - fleetwoodsnack 4y ago
      Could you clarify what you mean by “sizeable”? Most organizations from startups to enterprises generally benefit from the cost, scalability, security, technical support, and other benefits of cloud storage and computing. Startups, for example, can focus on development and distribution when using cloud based tech for at least some part of their stack; and needless to say enterprises can scale quickly and securely. Within this spectrum, where and what is this “sizeable” company that benefits from doing all this themselves?

He's saying that cloud technology is only just beginning and the bazillion dollars that cloud and cloud related services are currently worth is just the start. I agree 100%

throwaway4good 4y ago

In what way? Using amazon or azure to host your service? Charging by subscription rather than upfront? Mining your customer's data for fun and profit?

code_biologist 4y ago
I think that "operational analytics" covers a portion of what the OP meant: allowing data analytics to help run and make business decisions at a day to day level. > Using amazon or azure to host your service? Yes, the the cloud helps businesses understand, manage costs, and scale without the headaches of haggling with Oracle or enterprise providers. Also, less in-house infrastructure labor needed. Cloud is even easier if a data service provider is managing it for you. > Charging by subscription rather than upfront? Yes, SaaS margins and cash flow structure are something investors love about the data services space. SaaS is not going away. > Mining your customer's data for fun and profit? Well, enabling your customer companies to mine their own data for their fun and profit, with less engineering labor and more operable outputs.

arinlen 4y ago

I'm not sure there's any substance to those beliefs. The push for cloud-agnostic solutions is also a thinly veilled push for self-hosting services, or at least parts of it. Cloud services charge a huge markup for stuff that comes for free somewhere else, like certificates or bandwidth or running your services in dedicated hardware. It's not possible to ignore the fact that "cloud" is a marketing term for renting someone else's hardware, and beyond a certain scale it's always better to run our code in our hardware.

code_biologist 4y ago
> beyond a certain scale it's always better to run our code in our hardware. When OP says "We've only scratched the surface of the cloud-enabled TAM." I think he's referring specifically to below that scale, where they mostly don't have in house operators.
goatherders 4y ago
Of course there is room for self hosted solutions, which will continue to grow as well. But if you think we are anywhere near peak-cloud then I would be eager to understand your logic. The global cloud market is in the midst of a ~25% CAGR run that shows few signs of slowing. Companies that need mindcrushing amounts of compute are being founded daily in sectors that remain nascent (AI, IoT, space exploration, bio-sciences). Steaming services, data processing, etc etc etc. You're REALLY going to buy a few racks of PowerEdge servers and call it a day day? Of course not. Easily accessible, well managed cloud services are the only sane option. And that doesn't even touch on all the barnacles on the hull of that ship (SaaS, Dev Tools...)
- arinlen 4y ago
  > But if you think we are anywhere near peak-cloud then I would be eager to understand your logic. I have no idea what you mean by "peak cloud". I do know for a fact that sizeable tech companies are already moving their services away from cloud providers because it makes absolutely no sense to pay small fortunes per month, sometimes costing more than the hardware it takes to run it, just to run stuff on a cabinet you are quite able to afford. I also know that the bulk of these cloud services cater to cargo-cult customers plagued with FOMO.
  - fleetwoodsnack 4y ago
    Could you clarify what you mean by “sizeable”? Most organizations from startups to enterprises generally benefit from the cost, scalability, security, technical support, and other benefits of cloud storage and computing. Startups, for example, can focus on development and distribution when using cloud based tech for at least some part of their stack; and needless to say enterprises can scale quickly and securely. Within this spectrum, where and what is this “sizeable” company that benefits from doing all this themselves?