newintellectual

"We show (using relatively conservative assumptions!) that across 50 of the top public software companies currently utilizing cloud infrastructure, an estimated $100B of market value is being lost among them due to cloud impact on margins — relative to running the infrastructure themselves."

That completely overlooks the actual benefit and the reasons driving cloud adoption, which he states early on and then fails to integrate here. The real cost/benefit analysis would take into account the amount of time, money, and opportunity cost saved by using a cloud in development, a critical time that determines whether there'll actually be a profitable company eventually. Optimizing the cloud costs is certainly important, but being able to spin up highly integrated systems on demand offsets a huge amount of time and capital during development.

A takeaway might be that, e.g., AWS, should offer even larger discounts for large scale operations in order to retain mature customers.

As written the piece seems to imply that there's new hardware for every show. If true - why on earth?

This sounds very similar to the approach used by Salesforce internally. How does it differ?

They should stop trying to be nannies to over a billion people, period.

Two things. First, anybody ever think about why an ice covered body of land was called Greenland? Here's a clue, it used to be a lot warmer and green. This is nothing new. Ice was a disaster for the settlers of Greenland.

And this:

"Scientists already know that the Greenland ice sheet is melting. But the hidden heat source originating from deep inside the Earth partially responsible for that melting has been a mystery. Now, researchers have pinned down evidence of that heat, revealing yet another force pushing glaciers into the ocean."

https://www.newsweek.com/puzzling-heat-deep-inside-earth-mel...

It might be a good test of a company to see if they were impressed and amused enough by this story to hire you because of it, rather than rejecting because of it.

Suggestion: target other - freer - countries as well. i.e. the other 96% of the planet.