IoT will go sideways in 2018: Too expensive, OT & IT issues, waiting for volume solutions from new vendors, and IoT volume vendors will use low-cost infrastructure. True or False. Comment
90 per cent of machine-learning algorithms and their code are now available open source through various communities (e.g. TensorFlow, Scikit Learn, H2O and Weka). True of False. Comment
True - higher actually w/ exceptions around specific financial apps. All general purpose algos in OS. Unless trading on an exchange, you are using Open Source.
My observation at Expedia is that Lamba's growth is almost entirely due to the power of the ecosystem of services, which is one of the key points in https://m.subbu.org/...
Go Scale or Go Home (aka go out of business). Massive industry consolidation will happen in 2018-19 as business models get smashed by cloud. Private equity will provide the capital for M&A rollups to create large-scale portfolios that can compete at scale
Advanced Cyber practices will go mainstream born from gov led processes which will bleed into commercial mkts. Evidence FakeNews, Ransomware & nationstate-sponsored attacks threaten USA and will catalyze government involvement to arm commercial enterprises
Chinese cloud companies (Alibaba, Tencent, Baidu) will be recognized as clear global cloud leaders with growth rates and revenues that are in the top tier of players. True or False. Comment
Blockchain will be as fundamental to digital infrastructure as TCP/IP was to the Internet. De-centralized & Distributed architectures will emerge in 2018 and become a lynchpin of application advanced models by 2020.
@rossrader said to me on my timeline: "I’ve long said that blockchain is the first new piece of real internet infrastructure since http. Not quite true - things like WebRTC and much more - but this feels bigger somehow"
Still waiting to see broadly adopted use cases (beyond crypto) where distributed apps and shared ledger infrastructure trumps centralized app structures. But there are emerging signs: supply chain, media, gov records ...
AWS, Alibaba, Google continue to chew up public cloud IaaS and PaaS space. Microsoft gains share as well but comes down to earth. IBM finding its footing? True or False. Comment
Strategic ?, Remove IaaS lead. Why would anyone partner with $AMZN. They have knifed every comp and industry? From S/W to Media to Groceries to Retail to H/W. Is there a biz there not in or won't get in? Why I'm bullish on $MSFT and $IBM.
Ultimately, $AMZN has not been an honest broker w/customers and partners. The big lead means they can be price makers now, but many customers waiting for a reasonable alt, IF it materializes.
@Grant_Case That's not too Crazy. My prediction was $AMZN buys $HPE for the edge support capabilities. Meg has done most of the hard work of divesting.
#AWSreinvent
