Everything will eventually move
into the cloud. We know that. We will develop, sell, choose and use everything
online -- all our applications, PCs, digital-lifestyle services, media services
and financial services. All online. That's right. We will... or is it that we
already are? Is all of this really new? Or is Larry Ellison right? Ellison insists that cloud computing is just another
buzzword, with no real beef behind it. Is he right? Are Microsoft,
Google, Amazon, IBM and other giant corporations totally wrong to be investing
billions in major new virtual cloud computing technologies, platforms and
hosting infrastructures? Given the huge success of Salesforce.com -- soon to
become the world's 30th billion-dollar software company -- we'd say the answer
is no.
Maybe Nick
Carr has the answer.
Carr believes that technology is irrelevant! Well, isn't that what cloud
computing is all about? In an earlier century we moved on from producing our
own electricity, individually, to building distribution networks and compatible
electric engines, to having electricity available to everyone, all the time and
everywhere, for use with any appliance. Updated translation: Cloud computing is
the logical next step in growing the technology market by at least one order of
magnitude (and probably by a great deal more).
Yet, in the ongoing quest to win
the data center war, we are all focused on what needs to be done inside the
cloud, or the data center, and continue to work on improving the power
generator, to make it more powerful, effective, efficient and reliable. That's
good. In fact, it is very good. But who is going to use all this power, and
how, if everything we can make available in a given cloud still requires its
own dedicated, complex, insecure, expensive, power-hungry distribution
infrastructure? And what if this distribution infrastructure can only
deliver a segregated, limited, browser-based experience for each
application? Is Ellison telling us we should stop drinking our Kool Aid
for a moment and not insist on rebranding mere Web applications as "cloud
computing?" If so, we tend to agree with him. And maybe his well-known,
albeit failed, attempt to bring about the network computer of a few years
ago as a sign of what's coming, and of what can finally be delivered in
full today.
Was his attempt ahead of its time?
Absolutely. Was it on the wrong path? No. We think Carr is right, and for the
computing industry to move to the next stage technology must become irrelevant.
All the PCs, PDAs, fancy phones and other complex devices we are familiar with
today will have to disappear into the cloud, and become usable there, along
with all of their content, applications and services, without a computer, via a
multitude of very cool, very inexpensive, "dumb" devices that plug
and play into any network connection and act as the human interface to any
computer, application or "cloud service" that sits out there. On
demand and on the fly. No technology knowledge involved. Affordable and usable
by everyone on earth.
The network is (finally) the
computer, and with mobile broadband connectivity now pervasively available even
in emerging markets, sometimes with even more coverage than electric power (!),
we believe the time for the "big switch" has arrived.
All of which makes for a very
interesting market opportunity for everyone in the technology and
telecommunications industries. A game-changing opportunity that will bring
masses of new users, developers, applications, devices and services to a market
that wants and now deserves to obtain one thing: SIMPLICITY. A market
opportunity that is, in our opinion, virtually unlimited in size and potential.
We call this Cloud 9 Computing. And we are launching this blog in order to share our thoughts and test our beliefs with all of you out there who are convinced, as we are, that the massive advances being achieved by Microsoft, Google, EMC, Cisco, VMware and the rest of the technology industry -- to cloud-enable the data center and Web-enable applications -- will provide a much, much bigger payload if they can become usable, simply and safely, by everyone, everywhere, on the fly and on demand, without ever having to buy, configure, constantly maintain and, yes, lug around a computer.

Great post!
Looking forward to more.
Edison,Tesla and Westinghouse would be mightily impressed. Can't wait to see the outcome.