We live in a polarized world, as a half-hour spent watching any news channel will show. It goes beyond politics, though. Even in technology, we tend to see things in an either/or way. Take the cloud and the data center. Many believe that the data center is the past and the cloud the future. Even…
Ethereum After the Merge: The Good and the Risky
There may be no more difficult space for people to understand than the “crypto” space. Blockchain technology is well beyond most people; even technology types I deal with are uncomfortable with the details. Cryptocurrency has been hailed as the savior of modern finance and at the same time the biggest bubble of all time. Now,…
To Plot the Course of Network Change, Follow the Money
Last week, I mentioned that my input from enterprises suggested that 26% of enterprises had shifted their view of how to optimize network purchases from “new technology” to “hammer for discounts”. Monday, Nigel, Maven, and did a podcast about Juniper versus Cisco and about Arista and Palo Alto, and I commented that you can’t go…
The Real Reasons the Cloud Doesn’t Always Save Money
Why aren’t we saving money with cloud computing? If you chart the trajectory of IT spending, it’s not trending lower but higher. Given that “you save money adopting cloud computing” is the mantra of the age, why aren’t we seeing the savings? InfoWorld did an article on the topic, and what I found interesting was…
What Kind of Place will the Metaverse Be (and When?)
I think it’s pretty clear that Meta knows its “social metaverse” concept has a few too many moving parts to be available quickly, and so to help their bottom line. I think that competitors like Microsoft, Apple, and Amazon know that, which is why gaming companies are getting M&A attention. I think that a different…
Casa, Google, Carrier Cloud, and Edge Computing
Google and Casa Systems are partnering to create a cloud-native 5G Core and also a strategy for multi-access edge computing (MEC). The service/offering will be available to network operators (telcos, cable companies) and also to enterprises who want private 5G. To say that this raises some interesting questions is an understatement, so let’s dig in…
The Cloud is NOT Going Away
You’ll be happy to know that a veteran VC believes that cloud computing is here to stay. Given that I’ve blogged about issues emerging in cloud computing, you might think I’d be rebutting this view. Not so; I’ve never suggested that cloud computing would go away, but I have said that “everything will move to…
What’s the Relationship Between Orchestration and Lifecycle Automation?
What’s the difference between “orchestration” and “lifecycle automation” in applications and services? I guess it’s not surprising that there should be confusion here, given that we tend to conflate terms in tech all the time as part of a desire to reduce technical details and the size of stories in tech media. Then there’s the…
Enterprise Network Spending: Hopeful but Fearful, Too
What impact does overall economic uncertainty have on network buyers? That’s quickly becoming a burning question as we navigate through almost-unprecedented inflation, volatile stocks, and a lot of unfavorable stories in the media. The answer, as you might expect, is pretty complicated. My own work with enterprises suggests that very few are cutting spending for…
What to Expect From the Operators’ Fall Planning Cycle
In a month, we’ll hit the start of what’s traditionally been a fall technology planning period that ends mid-November. Enterprises are a bit loose with regard to formal planning (I’ll provide my impression of their views next week), but the network operators have generally been fairly consistent in using this cycle to lay out the…