Amazon
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Follow the CAPEX: Cloud Table Stakes 2019 Edition
“CAPEX rules everything around me…” Coming from a very asset-light software background (“You get a new laptop! You get a new laptop!”), I was enthralled by the very different set of skills and materials necessary to combine with software to build large scale data centers in the early 2000s. That fascination turned into an early…
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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…
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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…