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  • Follow the CAPEX: Clown Watch

    Follow the CAPEX: Clown Watch

    “Clown-1-1” (CC BY-SA 2.0) by americanbulldogbully007 There are hyperclouds and there are hyperclowns. Hyperclouds have globe-spanning infrastructure upon which they lavish many billions of dollars every year. Hyperclowns pursue a far more asset-light approach to the same problem, but try to compensate with hot air. It has been just over two years since we last…

  • IBM’s Lost Decade

    IBM’s Lost Decade

    TL;DR: Down and to the right I wasn’t going to do this post until I learned IBM PR is out browbeating reporters (one of the rare activities where the company is still world class) for being “too harsh” by including actual performance metrics in stories about IBM’s CEO transition. So I shall rally to the…

  • Dining Preferences of the Cloud and Open Source: Who Eats Who?

    Dining Preferences of the Cloud and Open Source: Who Eats Who?

    TL;DR: If the cloud didn’t eat Hadoop Inc., Pivotal and Red Hat, what explains their diminished prospects? Marc Andresseesssen’s “software is eating the world” has given rise to an entire technological food chain, with a succession that includes “open source is eating software”, “cloud is eating open source,” and the most recent supposition that “multi-cloud…

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