Amazon’s cloud monopoly

GartnerCloudEarlier this year two different research reports came out describing the overall cloud computing market and Amazon’s role in it. Synergy Research Group saw Amazon as by far the biggest player (bigger in fact than the next four companies combined) with about 30 percent market share. But Gartner, taking perhaps a more focussed view of just the public cloud, claimed Amazon holds 82 percent of the market with cloud capacity that’s 10 times greater than all the other public cloud providers combined. I wonder how these disparate views can be possible describing the same company? And I wonder, further, whether this means Amazon actually has a cloud monopoly?

Yup, it’s a monopoly.

2015 Predictions: It’s about the money, stupid!

MaxHeadroom460It’s time, finally, for my long-delayed 2015 predictions. Things just kept changing so fast I had to keep re-writing, but have finally stopped. 2015 will definitely be the Year of Monetization, by which I mean it’s the year when the bottom line and showing profits will become a key motivator in almost every market. And while profit — like beer — is generally good, it isn’t always good for everyone. So here are my 10 predictions in no particular order.

Prediction #1 — Everyone gets the crap scared out of them by data security problems. In many ways this was set up by 2014, a year when, between Edward Snowden and Target, […]

Amazon’s new graphical cloud helps make desktops obsolete

g2_gpu_model_4Amazon Web Services quietly released on Tuesday a pair of new instances on its EC2 cloud computing service. Not just new instances but a whole new type of instance aimed at 2D and 3D graphical computing. For the first time from AWS in a generally available instance, developers and users will have access to virtual machines with GPUs. It’s like putting a PC in the cloud. More properly it is like putting your PC in the cloud. I think this has great disruptive potential. And that means we’ll see similar services coming soon from other cloud providers.

Autodesk must think it has potential, too, because they’ll be offering several applications on the new platform, […]

Silicon Valley conquers Hollywood, part 3 — think small, not big

Some readers of my last column in this series seem to think it was just about the movie business but it wasn’t. It was about the recorded entertainment industry, which includes movies, broadcast and cable television, video games, and derivative works. It’s just that the movie business — like the mainframe computer business — learned these lessons first and so offers fine examples.

Whether from Silicon Valley or Seattle, technology companies see video entertainment as a rich market to be absorbed. How can Hollywood resist? The tech companies have all the money. Between them Amazon, Apple, Google, Intel and Microsoft have $300 billion in cash and no debt — enough capital to buy anything. Apple all by itself could buy the entire entertainment industry, though […]

In the land of the blind Krikorian could become king

krikorianThis may seem like a distraction from my theme of Silicon Valley and Hollywood, but please stick with me for a moment as we consider the fate of Blake Krikorian who is best known for the Slingbox and now seems to be selling his current company, the awkwardly named Id8 Group R2 Studios, Inc.. I think Krikorian’s career arc and our fascination with it give some insight into the whole tech-vs-Hollywood theme, showing how aimless and confused are some of these big technology companies.

The post I read that got me thinking in this direction came from Kara Swisher at, which is part of the Wall Street Journal. Krikorian is reportedly selling his […]