Cloud Computing
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Follow the CAPEX: Cloud Table Stakes 2022 Retrospective
Tl;dr: AMZN goes ex-#bonkers Previous installments from 2016, 2017, 2018, 2019, 2020, 2021 plus earlier/other CAPEX musings. Since we separated the clouds from the clowns, cloud capital expenditures (CAPEX) haven’t been a particularly interesting tell. Huge numbers but few omens. But ironically just as money gets more expensive with the end of the zero-interest rate-fueled…
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“Supercloud” RIP
Tl;dr: it is time to stick a fork in “supercloud” Reader Relevance: this is “super-super” niche The “supercloud” is entering year two in pursuit of a precise and useful definition. Year one was a free-form jazz odyssey of sorts, morphing from one nebulous notion to another. Beyond some vague sense of multi-cloud middleware, it remains…
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Supercloudifragilisticexpialidocious VII: March Madness (Except in November)
Tl;dr: “Supercloud” has turned into a super battle royale Reader relevance: “super” niche Despite the term itself being unhelpful, inexplicably, a battle has broken out for the ownership and definition of “supercloud”. (And it isn’t just me that finds the term unhelpful, though even I haven’t suggested we should “nuke it from orbit”). The “supercloud”…