There was a report released April 15th by McKinsey called “Clearing the Air
on Cloud Computing.” The premise of the report was that the cloud was
actually quite a bit more expensive for large corporations than running their
own datacenters. While it allows a nod to small to medium businesses in
stating that the cloud may make sense for them, the top line message was that
cloud services overcharge for things that companies could do for
themselves. The piece ends up being a push for virtualization, and knocks
Windows as a main cost issue for moving to the cloud.
The report starts out with McKinsey’s view on the cloud. They lay out
that the premise for the cloud has been lower cost and faster time to market,
but the reality is that these claims are overstated and that “cloud
computing” is at the top of the Gartner hype-cycle.
The report takes it ... (more)
Brandon Watson's "Many Niches" Blog
What happens when your cloud provider has multiple datacenters and has the
ability to move your code around based on their need (read: not your need)?
One thing that any enterprise IT buyer knows how to say is “who’s throat
do I choke?” When you have a composited application, who exactly are you
going to be calling? The cloud providers have yet to address the myriad of
problems which can, and will, arise.
Just when you thought it was safe to start thinking about putting together
all of those services into a composite app, the dreaded siren cal... (more)
There’s an interesting article over that The Funded which discusses the
state of affairs in the VC market. The post itself is a response to the
Fred Wilson post about the current state of affairs in the VC market.
Fred’s claim is that the VC model is not broken. He’s right. Sort
of. Being broken would imply that it was fixed or working correctly at one
point in time. I would in fact argue that the model was flawed from
inception, and was based on the imbalance of supply and demand for risk
I am about to go on a bit of a (LONG) rant here, but my point of view is on... (more)
Mini-MSFT is back, with a post about Microsoft turning The Corner. It’s
interesting to contrast his point of view with that of MG Siegler over at
ParisLemon. Given my own perception of Valley bias on the part of Siegler
(he is one of the new voices of TechCrunch after all), it’s great to see
that we’re making progress which is being met with receptivity and not
suspicion. Further, everyone is focused on the most important beneficiaries
I have to admit, since returning to the company a little over a year ago, I
have had this sense that things are looking up. Don... (more)
Venture Capital on Ulitzer
It’s been an interesting week. I posted the note about the Zappos deal
and got quite a few comments and emails about it. I will readily admit that
the use of the word “hate” was a bit pejorative, but I had a point to
make and at the time it seemed appropriate. I don’t think VCs hate
entrepreneurs, but I do think that there are things that VCs do that make
life for entrepreneurs very hard.
In some of the discourse I have had over the past week on this topic, I felt
a bit like George Costanza trying to explain to his co-worker that he has
black frien... (more)