
I start more blog posts than I finish, due to no shortage of other distractions and at times a near-crippling inability to blog short. When IBM announced they were acquiring Red Hat in October 2018 for $34 billion, I embarked on a deeply intertwined discourse about the continued decline and fall of IBM, the two…

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…

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…