The Cloudless Cloud Company
So, “superclouds”, eh? The term seems to have been coined by SiliconAngle, almost as an aside, in a subtitle, accompanied by the briefest of definitions: A new cloud architecture takes shape:...
View ArticleSupercloudifragilisticexpialidocious
Tl;dr The “supercloud” is still not a thing I recently argued the term “supercloud” was super mostly in the sense of being super vague and that “an industry drowning in jargon needs a higher bar for...
View Article2021 Platformonomics Blog Retrospective
Previous annual retrospectives: 2020 2019 This is presumably my last post of 2021 and the audience is primarily myself. I wrote 16 posts this year (not including this one). Three posts were Cloud City...
View ArticleSupercloudifragilisticexpialidocious II: Questions Remain
Tl:dr: “supercloud” is still not a thing that you could pick out of a police lineup A note to readers regarding relevance: this post is extremely niche, is most applicable for bored cloud people with...
View ArticleSupercloudifragilisticexpialidocious III: The Direct to Video Release...
Tl:dr We have reached agreement that “supercloud” is not a thing. A note on reader relevance: this series of posts is extremely niche and getting nichier. But consider staying for the gratuitous IBM...
View ArticleThe Great Startup Reset: Why Founders Should Prepare for Lower Valuations
This post was originally published on GeekWire on January 28, 2022 The S&P 500 is down more than 10% since the beginning of the year, putting it into “correction” territory. The NASDAQ is down...
View ArticleFollow the CAPEX: Cloud Table Stakes 2021 Retrospective
Now is the season we gather to be awestruck by the immense CAPEX spending of the hypercloud companies (across all their businesses). Previous installments available for 2016, 2017, 2018, 2019, 2020...
View ArticleFollow the CAPEX: Keeping Up With The Clowns
“Clown-1-1” (CC BY-SA 2.0) by americanbulldogbully007 Tl;dr: IBM is the Generalissimo Francisco Franco of cloud: still dead. Like the beleaguered consumer in these inflationary times, Oracle is...
View ArticleSupercloudifragilisticexpialidocious IV: Please Just Stop
Tl;dr – The “so-called supercloud” still isn’t After taking a few well-deserved months to regroup and potentially formulate a cogent definition, the “supercloud” squad is back, declaring (yet again)...
View ArticleThings I Still Don’t Understand: Pricey Metaverse Real Estate
Last year I expressed (in uncharacteristically understated fashion) my inability to understand why people were paying up for metaverse real estate. The real-world dynamics crystalized in mantras like...
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