My first two predictions for 2020 — IBM and Trump

For 20+ years I’ve been writing predictions every January and I guess I’m doing another set now. But this time will be different for several reasons. For one, January is almost over, so it will slough over into February. For another, I always start by going back to the year before and grading my previous year’s predictions. I’m the only guy in this business who does that. But this year I am going to bury the score a bit because I need to start with a prediction or two simply because both are immediate and really can’t wait.  So I’ll do the scoring on Monday, but today I have two 2020 predictions to […]

The Future of Television

How is a television like a fax machine? They are both obsolete.

Remember a time when nobody had a fax machine? Then suddenly everybody had a fax machine. And now nobody again has a fax machine. What would have previously come by fax today is a PDF attachment to an e-mail or text or to one of a number of messaging services. Well the same transformation is happening to traditional television and for generally similar reasons. And just as fax machines seemed to disappear in just a few years, I’ll be surprised if broadcast TV in the U.S. survives another decade.

Technology transformations are like murders: they require motive, method, and […]

Prediction #5 — Drones become Pizza-to-the-Neighborhood (PTTN)

I’ve already written one prediction about autonomous cars — that they’ll be far later to the market than most pundits and autonomous car inventors are suggesting. Today’s prediction is about a tangentially-related technology — aerial delivery drones. These drones are definitely coming just as fast as regulators will allow them, but I don’t think they’ll be implemented in the way people expect. What we’ll see, I predict, is something I call Pizza-to-the-Neighborhood or PTTN.

Aerial drones are a new type of distribution network operating in a new kind of ether. They don’t travel on roads and neither do they travel in what we conventionally think of as airspace. […]

Prediction #4 — Self-driving cars won’t happen this year no matter what Elon says

We all know people who seem to not like anything. There are very successful people who sometimes seem to have reached that success entirely through saying “no.” I’m not that kind of person. I’m an optimist. I’m even a bit of a risk-taker. But I can’t say that we’re going to see anything beyond more beta tests of self-driving cars in 2019. So my Prediction #4 is that self-driving cars won’t hit the retail market in any fashion this year. We simply aren’t ready and probably won’t be for years to come.

The problem with self-driving cars isn’t the technology. Heck, we’ve had the technology pretty much whipped for the past decade. […]

2019 Predictions #2 and #3 — A Virtual Private Cloud (VPC) shakeout and legal trouble for AWS

Prediction #2 — And then there were only 3.5 VPC Cloud players.  Cloud computing will continue to grow in 2019 with the key term being not Public Cloud, Private Cloud or Hybrid Cloud — which are all so 2018 — but Virtual Private Cloud (VPC). Virtual Private Cloud is an Amazon Web Services (AWS) invention but all the AWS competitors seem to be embracing the idea.

What has developed is that the VPC solution based on Open Source using Linux will change the Internet-as-a-Service (IaaS) Cloudscape to VPC-only during 2019.   

Gartner has certainly embraced it. Here’s a 2018 Magic Quadrant chart showing how Gartner sees the segment shaping-up. The first […]