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Last Build Date: Tue, 18 Apr 2017 16:10:23 +0000


Follow the CAPEX: Cloud Table Stakes

Tue, 18 Apr 2017 16:10:23 +0000

The capital expenditures (CAPEX) going into the cloud are Sagan-esque, with billions upon billions being spent on sprawling complexes of interconnected datacenters scattered across the planet. The hyper-scale public cloud operators (Amazon Web Services, Google, Microsoft) operate BFGCs (big, uh, freakin’ global computers) at immense industrial scale, with townships of well-ventilated warehouses that collectively hold … Continue reading Follow the CAPEX: Cloud Table Stakes

The Spectacle that is Dreamforce

Fri, 30 Sep 2016 21:44:14 +0000

My condolences to anyone in the Bay Area next week as Dreamforce descends like a khaki-clad, expense account-fuelled barbarian horde upon ancient Rome. Salesforce may feel compelled this year to surpass its own superlative standards of spectacle to compensate for a mounting set of inadequacies, including slowing growth at a company (and stock) sustained by … Continue reading The Spectacle that is Dreamforce

Sorry Oracle, Clouds are Built with CAPEX, Not Hyperbole

Sat, 17 Sep 2016 05:44:32 +0000

The traditional Oracle marketing playbook is to draw a bead on the leader in any category and try to talk themselves into a rivalry. In what has become an annual event, they’re trumpeting yet again that they’re serious about their IaaS offering (and also distracting from their latest earnings disappointment). I’m sure we’ll hear Oracle … Continue reading Sorry Oracle, Clouds are Built with CAPEX, Not Hyperbole

Tweetstorm Digest: August 4, 2016

Fri, 05 Aug 2016 23:11:09 +0000

Some @charlesfitz reactions to the long-delayed Gartner Infrastructure as a Service Magic Quadrant plus bonus material: 1/ Gartner IaaS Magic Quadrant is finally out – probably the most important assessment of the cloud market. 2/ I yield to no one in making fun of Gartner but they do a really good job on this one. … Continue reading Tweetstorm Digest: August 4, 2016

Virtual Reality Realities: Summer 2016

Fri, 10 Jun 2016 06:15:58 +0000

Another intermittent set of observations and opinions about virtual reality (previous episodes here and here): HTC Vive/SteamVR The HTC Vive is magical. You have not experienced what VR can be unless you have tried the Vive. Accurate tracking makes it nausea-free. Room-scale allows freedom of movement (and self-driving cars will free up garages everywhere for … Continue reading Virtual Reality Realities: Summer 2016

A Wikipedia a Day Keeps Facebook Away

Wed, 25 May 2016 22:13:43 +0000

  Seeing the stat that Facebook users in the US are spending 50 minutes per day on the service, I can’t help but recall Clay Shirky’s book Cognitive Surplus. From my own review: Cognitive Surplus starts with a potent historical parallel and an astonishing data point. Early 18th century England had a “Gin Craze” as … Continue reading A Wikipedia a Day Keeps Facebook Away

Book Review: Disrupted: My Misadventure in the Start-up Bubble

Mon, 11 Apr 2016 04:09:04 +0000

Dan Lyons’ “Disrupted: My Misadventure in the Start-up Bubble” is laugh-out-loud funny in places, as one would expect from Dan, creator of the Fake Steve Jobs blog, comic novelist, and a writer for HBO’s Silicon Valley. But it is also an unexpectedly personal and serious book. Dan doesn’t just lob one-liners from the sidelines, but … Continue reading Book Review: Disrupted: My Misadventure in the Start-up Bubble

Google’s Scalability Day

Wed, 23 Mar 2016 20:53:22 +0000

In May 1997, Microsoft held a big press event dubbed Scalability Day. Microsoft was a relatively new arrival to enterprise computing and was beset by criticism it wasn’t “enterprise ready”. The goal of the event was to once and for all refute those criticisms and get the industry to accept that Microsoft would be a … Continue reading Google’s Scalability Day

New Heights in Collateralization: Cheese Bonds

Mon, 29 Feb 2016 06:05:14 +0000

In our never-ending quest to be your go-to source for developments in Italian cheese finance, we call your attention to the issuance of Parmesan-backed bonds. No word on whether the beleaguered mozzarella industry is also pursuing this path. FinTech startup cannot be far behind.

Understanding Cloud Numbers

Tue, 26 Jan 2016 06:39:38 +0000

Tis earnings season, so cloud revenue and growth claims will fly fast and furious. The inability to compare vendors on an apples-to-apples basis can be frustrating. But by focusing on companies’ primary activities, and excluding their immaterial businesses, the sources of revenue for both the major hyperscale cloud providers and the remaining wannabes are easy … Continue reading Understanding Cloud Numbers