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Understanding Changes in the Software & Venture Capital Industries

Both Sides of the Table

When we talk about cloud computing we have to be careful to differentiate between open cloud (services the are provided solely to for the economic purpose of building a cloud business) and the “platform cloud&# where certain service providers offer cloud services wrapped around their core product. Not Google.

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Data is the Next Major Layer of the Cloud & A Major Victory for Startups

Both Sides of the Table

I believe that this is a major new area of growth & innovation for the Internet as Cloud Services start to form deeper & richer layers. I’m not covering the actual layers of the Internet (under the OSI model) but rather the Cloud Services layer. At the time we viewed Amazon’s offering, EC2 as too nascent.

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