[HN Gopher] Cloud Wars and Company Wars
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Cloud Wars and Company Wars
Author : ridruejo
Score : 30 points
Date : 2021-10-03 11:23 UTC (1 days ago)
(HTM) web link (future.a16z.com)
(TXT) w3m dump (future.a16z.com)
| darwinwhy wrote:
| Is this pod worth listening to? Kinda hard to decide based on the
| transcript-lacking landing page.
| ridruejo wrote:
| 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 wrote:
| 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-2016-3f...
|
| [1]: https://medium.com/simone-brunozzi/the-cloud-wars-
| of-2017-ac...
| webmaven wrote:
| Is there a transcript somewhere?
| m0zg wrote:
| 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.
| 1cvmask wrote:
| https://www.platformonomics.com/2019/07/the-cloud-is-not-fla...
|
| https://www.platformonomics.com/2020/12/2020-platformonomics...
| greenail wrote:
| 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 wrote:
| 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.
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(page generated 2021-10-04 23:01 UTC)