John Furrier50
Its pretty clear that enterprise IT is in a long secular decline & that the cloud is going to win as the primary modality of delivering enterprise computing. I know that offends lots of people, but it would be a good time to come to terms with this reality
John Furrier
The question is, how does the enterprise get to the cloud? There are three possible answers:
John Furrier
1. The Internet. This terrifies enterprises for a variety of reasons, some with merit, others utterly without. Regardless enterprises won't rely on the Internet.
John Furrier
2. Carrier cloud interconnect services - either provided my conventional carriers or a few other startups looking to launch. Competing against the carriers for this business is going to be rough, but on the other hand, most of the carriers are clueless
John Furrier
2 (cont) The idea is to provide a single pipe to the enterprise that includes the ability to reach a variety of cloud services, privately. This could be integrated into an MPLS VPN, for example. This is no longer about remote peering, which was a niche.
John Furrier
3. Colocation cloud interconnect services - Equinix and Coresite are two fairly prominent providers of cloud exchange services that are centered inside the data center. This is more than a switch and more than a conventional IXP
John Furrier
3 (cont) The value prop here is that it allows enterprises a hybrid approach - retain their data on prem (cage), with a direct connection to cloud services. there appears to be a channel conflict between the carrier neutral colocation providers & carriers
ascohen
Cloud = enterprise IT. New way of doing things (orchestration, auto-scaling, build security in). You are talking buy or rent infra
John Furrier
@ascohen What are the hot areas do you see that we should look at
Guru Chahal
Agree with @ascohen on this - cloud represents an evolution of IT. IT isn't defined by where your workloads run (on/off premise) - rather by the value it provides to the business, and that continues to grow rapidly!
