Tuesday, January 25, 2022

Will Connectivity and Cloud Resources Eventually be Sold Through Exchanges?


Many ideas in the connectivity business do not catch on immediately. Some of you may remember Enron Broadband and its effort to create a bandwidth trading exchange. That attempt failed, partly because of criminal behavior, partly because the value proposition for potential partners was not clear, partly because all the costs of creating liquid exchanges had not developed to the point where it was easy and affordable. 

But Moore's Law operates. All of the computing resources we need get cheaper with time. Open source has become ever more present as a networking concept. 

Cloud computing and connectivity have grown increasingly intertwined. Networks are becoming virtualized. Newer tools such as blockchain change the certainty and ease of settlements between trading partners. 

Where we might well be headed is the creation of connectivity and cloud resource ordering and provisioning that is very much akin to the way e-commerce sites work generally. 

It should not come as a surprise. The goal of networking for 50 years has been "bandwidth on demand." Now computing is available on demand. 

Perhaps nobody in the business denies, in principle, that over time, we will move towards services and applications on demand. 

This is a precursor. 

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