Showing posts with label Smoothstone. Show all posts
Showing posts with label Smoothstone. Show all posts
Thursday, October 7, 2010
Cloud Computing: the Revenue Model, Not the Technology
Cloud computing has immediate revenue implications for hosted service providers now. Down the road, it is going to create new revenue models for all sorts of companies that used to sell in a "location-limited" manner. Whether you want to consider this "over the top everything" or just the extension of browser-based and Internet-based application delivery is sort of a matter of taste and your own preferences. But is will be a big deal. Here's one practical look at the matter.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Monday, October 4, 2010
Smoothstone on Cloud Computing Business
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
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It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
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One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...
