
Rayno14















Let's go for Q4: Will this new open technology "war" drive a new round of consolidation in networking? Seems like the mid-market players will find it tough sledding

Kord Campbell
it's not a war, it's a revolution.

Rayno
It does seem to be increasingly software driven. Which means if you are a hardware vendor you've got some thinking to do
Craig Matsumoto
Yeah, dunno what happens to the mid-market guys who don't make it. Would anyone bigger want to buy them?

Rayno
It looks something like this http://finance.yahoo...

Kord Campbell
moreover, i'd add that the decentralization coming to the industry is unsettling to traditional models. clouds run by everyone everywhere == loss of control to a few

Kord Campbell
it is certainly a cyclic phenomenon. however, until now, it wasn't possible to have a globally federated cloud. cryptocurrencies give us that possibility today, which changes everything.

Kord Campbell
obviously I'm biased. :)

Rayno
#globallyfederatedcloud I like that

Rayno
When will #government and #democracy be like this?
Craig Matsumoto
@kordless Related effect in the opposite direction: What if Amazon, Azure, etc. become the major lifeblood of the equipment vendors? Lots of power in the hands of just a few.

Kord Campbell
as soon as someone writes an open source app for X thing the government does (and much better, I'd add) and then does a decentralized raise on it.

Kord Campbell
@craigmatsumoto amazon has always prioritized shareholder value. if a deal with a vendor doesn't also, they'll do it themselves. Aren't they making their own servers now?

Kord Campbell
capital and opportunity cost.
Craig Matsumoto
@kordless Exactly. World moving to the cloud might = bad news for equipment vendors. Lots of buying power in the hands of a few very demanding customers.

Kord Campbell
there's suppose to be a decentralized lyft/uber offering coming out as well on a coin/token raise. peer to peer rides + trust, because rides are peer to peer and need trust.

Kord Campbell
@craigmatsumoto think USB cigarette lighter adapters. name the brand that owns that market.