Are these guys having fun or what?
No, these guys don’t look like they’re having much fun. When we think of the famous California gold rush, it’s easy to conjure images of enterprising adventurers hitching a ride west to pursue vast fortunes. I’m reminded of this romantic hype when I hear so much discussion about the cloud. Only problem is, the cloud by nature is very difficult to make money in unless you have very large economies of scale. Sure, you can scratch away living, but ultimately it becomes commoditized and over-mined.
The vast majority of the people that went searching for vast fortunes in the hills of Northern California never found them. Sure, they found a few nuggets here and there – enough to keep a tent over their head. On the other hand, the real money was made by the people that took advantage of the implications of the gold rush, not the gold rush itself. The real money was made by people who sold shovels and whiskey or the trading posts that allowed miners to put food and supplies on credit.
What are the implications of the cloud and what opportunities do they create for you? A big one is mobility. The cloud allows people to access new applications that were previously cost prohibitive -from any device. Maybe your cloud strategy should really be all about mobility, fat wireless pipes, and identity management. Video which will become ubiquitous is going to be one of the biggest applications to move increasingly into the cloud in the next couple years. Most enterprises don’t have the shovels or whiskey to make this happen, do you?