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Mary Meeker's Internet Trends presentation has become one of the most relevant presentations in the Internet industry.
Below is the presentation. You can walk through it. I did, and I feel good that the stuff I am focusing on aligns with her data. It's great when you can stay ahead of what the analysts present. :-)
Cloud is such an over used term it is hard for many to understand what exactly is the cloud. Amazon Web Services is many times equated to the cloud. But, that doesn't really help to explain what AWS is.
I was looking a presentation on amazon.com and here is a slide of Jeff Bezos's vision.
When Amazon.com started it sold books. Who in their right mind would build a business selling books? What Jeff did build was a bigger selection at a better price point and more convenient than his competition.
What is AWS? a bigger selection of IT services at a better price point (consume as you use vs. a license) and convenient to add into Amazon's infrastructure. With Amazon Prime, two day shipping is free. With AWS you pay for shipping , the transportation of bits into and out of AWS.
I think it is much easier to say AWS is the IT superstore.
AWS is building on amazon.com's business model.
And amazon.com's passion to innovate the customer experience is what is being used in AWS. How many IT vendors have a passion for customer service?
Consider what AWS is thinking up to fulfill this vision.
I think a lot more people are reading my blog than I think. Why? Because I found another website that copies everything I post. I found one 2-3 years ago. And now here is another at http://datacenterzone.com
Seeing good data center friends at 7×24 Exchange
Posted by admin on May 30, 2013 in Data Center | 0 comments
I started my data center conference attendance 5 years ago with Uptime Symposium, then DatacenterDynamics. Eventually going to Data Center World and Gartner data center conference. I had heard about 7x24...
Read MoreIs it green to ship USA wood pellets to EU for carbon goals?
Posted by admin on May 29, 2013 in Data Center | 0 comments
The WSJ reports on EU utility companies buying USA wood pellets for renewable energy. The push isn't in North Carolina but in Europe, where governments are trying to reduce fossil-fuel use and carbon-dioxide...
I'll go through the steps to send a cease and desist.
The ironic part is this post will show up as a post on the cloning blog.
Barb Darrow has a post on Morgan Stanley's report.
Killer cloud: report says Amazon Web Services threatens all IT incumbents
by Barb Darrow
11 HOURS AGO4 Comments
photo: Flickr/Will MerydithSUMMARY:New Morgan Stanley research expects AWS to hit $24 billion in revenue by 2022 and to put the hurt on legacy IT providers in the process.
Barron's also has a post on the report.
Amazon’s Web Services Threatens Almost All IT, Says Morgan Stanley
By Tiernan Ray
Morgan Stanley’s Scott Devitt, in a longish (32 pages) report in conjunction with colleaguesKeith Weiss, Ehud Gelblum, Simon Flannery, Katy Huberty, Joseph Moore, and Adam Wood, this morning writes that Amazon.com (AMZN) is “making waves” in conventional IT by “applying retail economics” that is making it an “emerging IT mega-vendor.”
Devitt, who has an Overweight rating on Amazon shares, writes that Amazon’s “Amazon Web Services,” which runs compute tasks on its servers for a fee, should be able to reach $24 billion in revenue by 2022, through a combination of services that produce greater scale in computing tasks, and by offering “a continual downward pressure in pricing.”
The authors size the total addressable market for Amazon Web Services at $152 billion, and offer a graphic for that:
I started my data center conference attendance 5 years ago with Uptime Symposium, then DatacenterDynamics. Eventually going to Data Center World and Gartner data center conference. I had heard about 7x24 Exchange, but I was so busy going to the other conferences I didn't fit in a trip to 7x24. Thanks to words of encouragement from David Schirmacher, I decided to go and convinced another data center executive as well to go to a 7x24 exchange conference and compare. Now keep in mind what I am sharing is biased. David Schirmacher is a good friend whose opinion I trust and he is now the President of 7x24 Exchange. I get to go to almost all the conferences as media so I get access to people and information that people are interested in having written up. So the value of what I am getting from these conferences is not looking for equipment or ideas to put in a data center that I run. I am looking for who is the most innovative in the industry and interesting to write about.
I just went through the speaker list for 7x24 Exchange and more of my friends are speakers at 7x24 Exchange than any other conference. These are good friends that we will chat in bar, hang out to discuss a variety of topics, get together whenever we are in the same town, and would gladly cook a meal in my woodstone pizza oven. Here is picture of the oven on a pallet before installation. It does kind of look like something that could be installed at a data center. :-)
This is my fifth 7x24 Exchange, going twice a year for 2 1/2 years and one simple measure of why I go is I see more of my friends as speakers at the conference than any other one. Which has the side benefit of when I do want to write a blog entry for a presentation I have access to the speaker. Writing about my friends can create a bias, but why try to fool anyone with unbiased reporting. Everyone has biases. My bias is to help my friends spread the word on where the industry needs to be going.
