Follow the CAPEX: Commercial Open Source vs. the Cloud

A mighty albeit abstruse debate rages: whether commercial open source companies can withstand and/or deserve to withstand the immense and feature-crushing gravitational pull of the public cloud black holes. While others far more versed (or at least self-interested) in the metaphysical intersection of open source ideals and cold, hard economics furiously deliberate the stakeholders’ putative … Continue reading Follow the CAPEX: Commercial Open Source vs. the Cloud

Follow the CAPEX: Cloud Table Stakes 2018 Edition

After recently receiving a non-ironic lecture on Twitter that CAPEX investment is the best tell for cloud competitiveness, I’m starting to think Follow the CAPEX™ is building a following. Beyond the circular wisdom of Twitter, awareness is growing of the importance of CAPEX as both a leading indicator of the ability to compete at hyper-scale … Continue reading Follow the CAPEX: Cloud Table Stakes 2018 Edition

Missing the (Bamboo) Forest for the (Apple) Trees

Apple laid the blame for its market-mangling earnings miss on China, noting “over 100 percent of our year-over-year worldwide revenue decline occurred in Greater China.” The announcement roiled markets and unleashed the usual hurricane of evergreen opinions about Apple’s premium pricing and perceived pace of innovation, differentiation in the smartphone market, and the wisdom of … Continue reading Missing the (Bamboo) Forest for the (Apple) Trees

Press Releases We’d Like to See: Larry Page and Mark Zuckerberg to Attend Cannes Advertising Festival

Larry Page and Mark Zuckerberg to Attend Cannes Lions 2018 International Advertising FestivalAdvertising Industry’s Most Powerful People to Attend Industry’s Biggest Event for First Time CANNES, France – June 10, 2018 – The Cannes Lions International Festival of Creativity today announced the addition of two very special guests to next week’s Festival schedule. Google co-founder … Continue reading Press Releases We’d Like to See: Larry Page and Mark Zuckerberg to Attend Cannes Advertising Festival

Follow the CAPEX: Separating the Clowns from the Clouds

In previous installments (2017, 2018) of Follow the CAPEX™ (merch store opening soon!), we’ve looked at the capital expenditures behind the three hyper-scale public clouds. Now, we turn our attention to two vendors who often tell us they also belong in that group: IBM and Oracle. While I have written about their CAPEX spending before … Continue reading Follow the CAPEX: Separating the Clowns from the Clouds

Follow the CAPEX: Cloud Table Stakes 2017 Edition

In our last installment of Follow the CAPEX™ (motion picture rights are still available), we looked at the gargantuan CAPEX spending by the three hyper-scale public cloud companies: Amazon, Google, and Microsoft. That previous post compiled CAPEX spending for the cloud leaders back to 2001 and let us speculate about when they got serious about … Continue reading Follow the CAPEX: Cloud Table Stakes 2017 Edition

The Cloud is Not Flat

I am late to updating the geographic view of Gartner’s Cloud Infrastructure as a Service Magic Quadrant. Here is the update for 2017 (see 2016, 2015): Commentary: 1\ The Seattle region (aka the Leaders quadrant) is unchanged. This supermassive region may turn into a black hole, warp the space-time continuum, and consume most of the … Continue reading The Cloud is Not Flat

Follow the CAPEX: Cloud Table Stakes

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