Reflection on 2013 and 2014 Cloud Market from Charles Fitzgerald

Gigaom's Barb Darrow writes on Platformonomics posts on the cloud market

If you want a cogent — and hilarious — assessment of the state of cloud, take a look at Charles Fitzgerald’s latest blog post “A dispatch from cloud city — 2014 retrospective.”

Fitzgerald, managing director of Platformonomics, a strategy consulting firm, has an incisive take on how legacy IT powers — Cisco, HP (HP Enterprise?), IBM, Microsoft and others are performing in what HP CEO Meg Whitman would probably call a “multi-year transformation.” Fitzgerald, formerly an exec at Microsoft and VMware, assigns each legacy vendor a “delusion factor” to indicate how its stated view of its position in cloud contrasts with reality.

— https://gigaom.com/2015/01/06/handicapping-legacy-it-players-in-the-cloud/

Here is a Charles's 2014 reflection. http://www.platformonomics.com/2015/01/a-dispatch-from-cloud-city-2014-retrospective/

And here is his 2013 reflection. http://www.platformonomics.com/2013/12/a-dispatch-from-cloud-city/

Fyi is a part of the Seattle Tech crowd so he is immersed in the cloud platform

6 Innovations that made the Data Center Industry

I have been reading much more than normal which makes it so I haven't been writing as much.  One good book I read is Steven Johnson's Book On How We Got to Now

How We Got to Now: Six Innovations That Made the Modern World [Kindle Edition]
Steven Johnson

The 6 things are Glass (Fiber Optics), Cold (remove the heat), Sound (Digital/recording), Clean (Infrastructure), Time (data I/O), Light (Fiber Optics again).  For any of you data center nerds you will see how these 6 important inventions all made the data center industry possible.


Isn't Mobile-First, Cloud-First like saying you want to be Apple and AWS?

Arstechnica has an article saying that Microsoft is still Steve Ballmer's Microsoft and Satya is running things.

One year in, it’s still Steve Ballmer’s Microsoft—Satya Nadella just runs it
Microsoft’s direction hasn’t changed. Its perception has.

by Peter Bright - Feb 4 2015, 4:01am PST
...
Over the long haul, Microsoft’s hope is that its new focus—whether you call it “Devices and Services” or “Mobile-first, cloud-first”—will make up for the dependence on PC sales. This transition is perhaps one of the best reasons for Nadella’s appointment as CEO. As one of the big cloud champions within the company under the old regime, it’s fitting that he should continue the work as leader of the new company. The new Microsoft may have started under the old CEO, but the new CEO has given it a kind of visibility and credibility that it lacked before.

The last paragraph in closing is making a positive spin on the Mobile-first, cloud-first strategy.  But, when you think of who has made mobile-first I think of Apple and for cloud-first I think of AWS.

How can you put two things first?

And is what being said is be like Apple and AWS, but branded Microsoft?

I am confused.